Vermillion & White Wealth Management Group, LLC HCWC HEALTHY CHOICE WELLNESS CLASS A

Ownership history in Vermillion & White Wealth Management Group, LLC  ·  6 quarters on record

AI Ownership Summary

Vermillion & White Wealth Management Group, LLC reported HEALTHY CHOICE WELLNESS CLASS A (HCWC) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. The latest visible filing shows HCWC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HCWC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vermillion & White Wealth Management Group, LLC's position in HEALTHY CHOICE WELLNESS CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HCWC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vermillion & White Wealth Management Group, LLC held HCWC — position size vs. price
% of Fund (quarterly)    HCWC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 130 0% 0.00% $33 2026-02-18 $0.26
2025 Q3 UNCHANGED 130 0% 0.00% $99 2025-11-26 $0.61
2025 Q2 UNCHANGED 130 0% 0.00% $53 2025-08-13 $0.40
2025 Q1 ADDED 130 +99 +319.4% 0.00% $65 2025-05-15 $0.38
2024 Q4 UNCHANGED 31 0% 0.00% $37 2025-02-14 $0.76
2024 Q3 INITIATED 31 0.00% $77 2024-11-13 $1.71

FAQ About Vermillion & White Wealth Management Group, LLC and HCWC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vermillion & White Wealth Management Group, LLC reported owning HCWC?

Vermillion & White Wealth Management Group, LLC reported HCWC across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported HCWC position in Vermillion & White Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for HCWC was 0.00% in 2024 Q3.

What is the latest reported HCWC position on this page?

The most recent filing on this page is 2025 Q4, when Vermillion & White Wealth Management Group, LLC reported 130 shares, equal to 0.00% of portfolio, with an estimated market value of $33.

What does the chart on this HCWC ownership page compare?

The chart compares Vermillion & White Wealth Management Group, LLC's quarterly HCWC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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