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49 WEALTH MANAGEMENT, LLC: VEA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on VEA, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 122,355 VEA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 122,355 shares
    Change vs previous 13F -615,068 shares

    1.66% of the 13F portfolio, value $8,717,761.

    13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, 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 737,423 shares
    Change vs previous 13F +72,262 shares

    3.54% of the 13F portfolio, value $47,254,057.

    13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, 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 665,161 shares
    Change vs previous 13F +95,908 shares

    3.38% of the 13F portfolio, value $41,552,630.

    13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 569,253 shares
    Change vs previous 13F +78,002 shares

    3.22% of the 13F portfolio, value $34,109,633.

    13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 491,251 shares
    Change vs previous 13F +69,293 shares

    2.98% of the 13F portfolio, value $28,006,232.

    13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 421,958 shares
    Change vs previous 13F +385,724 shares

    2.58% of the 13F portfolio, value $21,448,135.

    13F-HR 0001104659-25-041965 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,234 shares
    Change vs previous 13F +3,450 shares

    0.25% of the 13F portfolio, value $1,732,719.

    13F-HR 0001104659-25-014408 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 32,784 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,731,302.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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