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Disclosery

4WEALTH ADVISORS, INC.: VUG position timeline

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

4WEALTH ADVISORS, INC. held 11,232 VUG 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 11,232 shares
    Change vs previous 13F +921 shares

    0.7% of the 13F portfolio, value $1,010,290.

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

  2. period ended2026-06-30
    13F 10,311 shares
    Change vs previous 13F +8,581 shares

    0.67% of the 13F portfolio, value $874,929.

    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 1,730 shares
    Change vs previous 13F +29 shares

    0.62% of the 13F portfolio, value $726,590.

    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 1,701 shares
    Change vs previous 13F +41 shares

    0.72% of the 13F portfolio, value $829,818.

    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 1,660 shares
    Change vs previous 13F -52 shares

    0.74% of the 13F portfolio, value $796,161.

    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 1,712 shares
    Change vs previous 13F +202 shares

    0.78% of the 13F portfolio, value $750,683.

    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 1,510 shares
    Change vs previous 13F +206 shares

    0.62% of the 13F portfolio, value $560,058.

    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 1,304 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $535,363.

    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).