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Disclosery

Richmond Brothers, Inc.: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richmond Brothers, Inc. on VHT, newest first. How the timeline and the estimate are built.

Richmond Brothers, Inc. held 10,501 VHT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,501 shares
    Change vs previous 13F -13,306 shares

    1.63% of the 13F portfolio, value $3,139,521.

    13F-HR 0001540462-26-000003 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 23,807 shares
    Change vs previous 13F -560 shares

    4.32% of the 13F portfolio, value $6,483,153.

    13F-HR 0001540462-26-000002 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 24,367 shares
    Change vs previous 13F +10,534 shares

    4.46% of the 13F portfolio, value $7,014,151.

    13F-HR 0001540462-26-000001 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,833 shares
    Change vs previous 13F -156 shares

    2.27% of the 13F portfolio, value $3,590,983.

    13F-HR 0001540462-25-000004 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,989 shares
    Change vs previous 13F -308 shares

    2.28% of the 13F portfolio, value $3,473,949.

    13F-HR 0001085146-25-004717 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 14,297 shares
    Change vs previous 13F +785 shares

    2.39% of the 13F portfolio, value $3,784,392.

    13F-HR 0001085146-25-002571 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,512 shares
    Change vs previous 13F -10,068 shares

    2.2% of the 13F portfolio, value $3,427,416.

    13F-HR 0001085146-25-000954 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 23,580 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $6,653,715.

    13F-HR 0001085146-24-005489 filed by Richmond Brothers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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