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Disclosery

SP Asset Management LLC: VHT position timeline

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

SP Asset Management LLC held 42,255 VHT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,255 shares
    Change vs previous 13F +2,286 shares

    1.01% of the 13F portfolio, value $12,634,528.

    13F-HR 0001962086-26-000005 filed by SP Asset 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 39,969 shares
    Change vs previous 13F +7,142 shares

    0.96% of the 13F portfolio, value $10,884,870.

    13F-HR 0001962086-26-000004 filed by SP Asset 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 32,827 shares
    Change vs previous 13F +281 shares

    0.75% of the 13F portfolio, value $9,449,181.

    13F-HR 0001962086-26-000001 filed by SP Asset 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 32,546 shares
    Change vs previous 13F +1,147 shares

    0.67% of the 13F portfolio, value $8,448,813.

    13F-HR 0001962086-25-000007 filed by SP Asset 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 31,399 shares
    Change vs previous 13F +3,900 shares

    0.64% of the 13F portfolio, value $7,797,747.

    13F-HR 0001962086-25-000004 filed by SP Asset 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 27,499 shares
    Change vs previous 13F +1,316 shares

    0.64% of the 13F portfolio, value $7,279,746.

    13F-HR 0001962086-25-000003 filed by SP Asset 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 26,183 shares
    Change vs previous 13F -295 shares

    0.56% of the 13F portfolio, value $6,642,408.

    13F-HR 0001962086-25-000001 filed by SP Asset 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 26,478 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,472,091.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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