Skip to content
Disclosery

Accredited Wealth Management, LLC: VXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accredited Wealth Management, LLC on VXF, newest first. How the timeline and the estimate are built.

Accredited Wealth Management, LLC held 113 VXF shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 113 shares
    Change vs previous 13F -18,298 shares

    0.45% of the 13F portfolio, value $603,312.

    13F-HR 0002056519-25-000008 filed by Accredited 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 ended2025-06-30
    13F 18,411 shares
    Change vs previous 13F -3,659 shares

    2.88% of the 13F portfolio, value $3,548,058.

    13F-HR 0002056519-25-000007 filed by Accredited 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 ended2025-03-31
    13F 22,070 shares
    Change vs previous 13F +810 shares

    3.21% of the 13F portfolio, value $3,801,782.

    13F-HR 0002056519-25-000003 filed by Accredited 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 ended2024-12-31
    13F 21,260 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $4,038,907.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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