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4WEALTH ADVISORS, INC.: VGSH position timeline

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

4WEALTH ADVISORS, INC. held 63,101 VGSH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,101 shares
    Change vs previous 13F +6,107 shares

    2.51% of the 13F portfolio, value $3,632,105.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,994 shares
    Change vs previous 13F +979 shares

    2.55% of the 13F portfolio, value $3,319,883.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 56,015 shares
    Change vs previous 13F +3,336 shares

    2.8% of the 13F portfolio, value $3,276,316.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 52,679 shares
    Change vs previous 13F -206 shares

    2.68% of the 13F portfolio, value $3,093,859.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 52,885 shares
    Change vs previous 13F +4,187 shares

    2.88% of the 13F portfolio, value $3,112,301.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 48,698 shares
    Change vs previous 13F +1,444 shares

    2.97% of the 13F portfolio, value $2,862,466.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,254 shares
    Change vs previous 13F +2,948 shares

    3.07% of the 13F portfolio, value $2,773,364.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,306 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $2,577,726.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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