Whitehorse Finance shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Whitehorse Finance (WHF) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Whitehorse Finance
Tip: Access up to 7 years of quarterly data
All positions including Whitehorse Finance held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Whitehorse Finance by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $240k | 28k | 8.72 |
| 2025-03-31 | $266k | 28k | 9.65 |
| 2024-12-31 | $282k | 29k | 9.68 |
| 2024-09-30 | $349k | 30k | 11.57 |
| 2024-06-30 | $370k | 30k | 12.27 |
| 2024-03-31 | $263k | 21k | 12.40 |
| 2023-12-31 | $261k | 21k | 12.30 |
| 2023-09-30 | $239k | 19k | 12.77 |
| 2023-06-30 | $230k | 18k | 12.83 |
| 2023-03-31 | $217k | 17k | 12.52 |
| 2022-12-31 | $226k | 17k | 13.05 |
| 2022-09-30 | $192k | 17k | 11.08 |
| 2022-06-30 | $228k | 17k | 13.16 |
| 2022-03-31 | $238k | 16k | 15.11 |
| 2021-12-31 | $244k | 16k | 15.50 |
| 2021-09-30 | $213k | 14k | 15.13 |
| 2020-09-30 | $152k | 15k | 9.95 |
More positions owned by H D Vest Advisory Services
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