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Northeast Financial Consultants Inc: VFH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on VFH, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 80,761 VFH shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 80,761 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $10,280,833.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 80,761 shares
    Change vs previous 13F +1,798 shares

    0.43% of the 13F portfolio, value $9,648,477.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 78,963 shares
    Change vs previous 13F +128 shares

    0.39% of the 13F portfolio, value $9,323,123.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 78,835 shares
    Change vs previous 13F -5,577 shares

    0.38% of the 13F portfolio, value $8,664,719.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 84,412 shares
    Change vs previous 13F -2,317 shares

    0.39% of the 13F portfolio, value $8,431,038.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 86,729 shares
    Change vs previous 13F -18,667 shares

    0.44% of the 13F portfolio, value $8,880,183.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 105,396 shares
    Change vs previous 13F -16,775 shares

    0.54% of the 13F portfolio, value $9,723,835.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 122,171 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $9,812,795.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).