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Disclosery

Aegis Wealth Management LLC: VWO position timeline

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

Aegis Wealth Management LLC held 36,607 VWO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,607 shares
    Change vs previous 13F +2,011 shares

    1.03% of the 13F portfolio, value $2,185,072.

    13F-HR 0001628818-26-000004 filed by Aegis 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 34,596 shares
    Change vs previous 13F -8,116 shares

    1.07% of the 13F portfolio, value $1,869,914.

    13F-HR 0001628818-26-000003 filed by Aegis 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 42,712 shares
    Change vs previous 13F +3,838 shares

    1.3% of the 13F portfolio, value $2,296,198.

    13F-HR 0001628818-26-000001 filed by Aegis 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 38,874 shares
    Change vs previous 13F -27,832 shares

    1.13% of the 13F portfolio, value $2,106,194.

    13F-HR 0001628818-25-000004 filed by Aegis 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 66,706 shares
    Change vs previous 13F 0 shares

    1.81% of the 13F portfolio, value $3,019,114.

    13F-HR 0001085146-25-004679 filed by Aegis 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 66,706 shares
    Change vs previous 13F +15,275 shares

    1.78% of the 13F portfolio, value $3,019,114.

    13F-HR 0001085146-25-002751 filed by Aegis 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 51,431 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,265,022.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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