Aegis Wealth Management LLC: VGK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aegis Wealth Management LLC on VGK, newest first. How the timeline and the estimate are built.
Aegis Wealth Management LLC held 10,800 VGK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 10,800 sharesChange vs previous 13F +800 shares
0.45% of the 13F portfolio, value $956,232.
13F-HR 0001628818-26-000004 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,000 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $824,300.
13F-HR 0001628818-26-000003 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,000 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $836,100.
13F-HR 0001628818-26-000001 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,000 sharesChange vs previous 13F 0 shares
0.43% of the 13F portfolio, value $798,000.
13F-HR 0001628818-25-000004 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,000 sharesChange vs previous 13F -1,390 shares
0.42% of the 13F portfolio, value $702,100.
13F-HR 0001085146-25-004679 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,390 sharesChange vs previous 13F +1,390 shares
0.47% of the 13F portfolio, value $799,692.
13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,000 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $634,700.
13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).