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Disclosery

Royal Fund Management, LLC: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Royal Fund Management, LLC on VHT, newest first. How the timeline and the estimate are built.

Royal Fund Management, LLC held 35,235 VHT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,235 shares
    Change vs previous 13F +2,114 shares

    0.88% of the 13F portfolio, value $10,535,655.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, LLC
    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 33,121 shares
    Change vs previous 13F +1,935 shares

    0.87% of the 13F portfolio, value $9,033,330.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, LLC
    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 31,186 shares
    Change vs previous 13F +7,705 shares

    0.83% of the 13F portfolio, value $8,994,475.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, LLC
    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 23,481 shares
    Change vs previous 13F -4,495 shares

    0.74% of the 13F portfolio, value $6,110,822.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, LLC
    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 27,976 shares
    Change vs previous 13F +400 shares

    0.74% of the 13F portfolio, value $6,956,979.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, LLC
    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 27,576 shares
    Change vs previous 13F -26,676 shares

    0.88% of the 13F portfolio, value $7,373,166.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, LLC
    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 54,252 shares
    Change vs previous 13F +2,374 shares

    1.51% of the 13F portfolio, value $13,893,324.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
    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 51,878 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $14,768,484.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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