TCV Trust & Wealth Management, Inc.: VHT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCV Trust & Wealth Management, Inc. on VHT, newest first. How the timeline and the estimate are built.
TCV Trust & Wealth Management, Inc. held 876 VHT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 876 sharesChange vs previous 13F +76 shares
0.02% of the 13F portfolio, value $261,932.
13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 800 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $217,864.
13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 800 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $230,280.
13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 800 sharesChange vs previous 13F +800 shares
0.02% of the 13F portfolio, value $207,680.
13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -800 shares
13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 800 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $211,784.
13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 800 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $202,952.
13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 800 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $225,760.
13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).