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49 WEALTH MANAGEMENT, LLC: VGSH position timeline

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

49 WEALTH MANAGEMENT, LLC held 18,462 VGSH 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 18,462 shares
    Change vs previous 13F -414,080 shares

    0.2% of the 13F portfolio, value $1,074,475.

    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 432,542 shares
    Change vs previous 13F -491,306 shares

    1.9% of the 13F portfolio, value $25,321,031.

    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 923,848 shares
    Change vs previous 13F +189,273 shares

    4.42% of the 13F portfolio, value $54,257,583.

    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 734,575 shares
    Change vs previous 13F +602,149 shares

    4.08% of the 13F portfolio, value $43,229,766.

    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 132,426 shares
    Change vs previous 13F +77,056 shares

    0.83% of the 13F portfolio, value $7,784,014.

    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 55,370 shares
    Change vs previous 13F -41,541 shares

    0.39% of the 13F portfolio, value $3,249,647.

    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 96,911 shares
    Change vs previous 13F +27,638 shares

    0.8% of the 13F portfolio, value $5,638,285.

    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 69,273 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $4,088,493.

    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).