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Steward Partners Investment Advisory, LLC: VHT position timeline

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

Steward Partners Investment Advisory, LLC held 87,583 VHT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,583 shares
    Change vs previous 13F -119,922 shares

    0.13% of the 13F portfolio, value $26,188,063.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 207,505 shares
    Change vs previous 13F +5,623 shares

    0.29% of the 13F portfolio, value $56,509,889.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 201,882 shares
    Change vs previous 13F +14,802 shares

    0.32% of the 13F portfolio, value $58,111,909.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 187,080 shares
    Change vs previous 13F +164,469 shares

    0.28% of the 13F portfolio, value $48,565,830.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 22,611 shares
    Change vs previous 13F +4,220 shares

    0.04% of the 13F portfolio, value $5,615,220.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 18,391 shares
    Change vs previous 13F +1,089 shares

    0.04% of the 13F portfolio, value $4,868,723.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 17,302 shares
    Change vs previous 13F +277 shares

    0.04% of the 13F portfolio, value $4,389,372.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 17,025 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,804,525.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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