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Steward Partners Investment Advisory, LLC: VTHR position timeline

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

Steward Partners Investment Advisory, LLC held 13,452 VTHR 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 13,452 shares
    Change vs previous 13F -353 shares

    0.02% of the 13F portfolio, value $4,458,450.

    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 13,805 shares
    Change vs previous 13F -356 shares

    0.02% of the 13F portfolio, value $3,969,830.

    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 14,161 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $4,252,893.

    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 14,260 shares
    Change vs previous 13F -187 shares

    0.02% of the 13F portfolio, value $4,197,017.

    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 14,447 shares
    Change vs previous 13F +55 shares

    0.03% of the 13F portfolio, value $3,940,427.

    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 14,392 shares
    Change vs previous 13F +217 shares

    0.03% of the 13F portfolio, value $3,551,364.

    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 14,175 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $3,681,795.

    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 14,198 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,601,574.

    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).