Stillwater Wealth Management Group: VFH position timeline

Stillwater Wealth Management Group held 3,175 VFH shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 3,175 shares

   Change vs previous 13F 0 shares

   0.24% of the 13F portfolio, value $383,572.

   13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 3,175 shares

   Change vs previous 13F 0 shares

   0.29% of the 13F portfolio, value $423,831.

   13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 3,175 shares

   Change vs previous 13F 0 shares

   0.29% of the 13F portfolio, value $416,687.

   13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
   Filed 2025-12-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 3,175 shares

   Change vs previous 13F -124 shares

   0.33% of the 13F portfolio, value $379,317.

   13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 3,299 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $389,513.

   13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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