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Disclosery

WMS Group LLC: VHT position timeline

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

WMS Group LLC held 1,777 VHT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,777 shares
    Change vs previous 13F +31 shares

    0.69% of the 13F portfolio, value $531,341.

    13F-HR 0002085853-26-000839 filed by WMS Group 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 1,746 shares
    Change vs previous 13F +6 shares

    0.69% of the 13F portfolio, value $475,488.

    13F-HR 0002085853-26-000442 filed by WMS Group 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 1,740 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $500,859.

    13F-HR 0002085853-26-000291 filed by WMS Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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