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Affiance Financial, LLC: VWO position timeline

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

Affiance Financial, LLC held 212,407 VWO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,407 shares
    Change vs previous 13F -120 shares

    1.82% of the 13F portfolio, value $12,678,603.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 212,527 shares
    Change vs previous 13F -859 shares

    1.86% of the 13F portfolio, value $11,487,135.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 213,386 shares
    Change vs previous 13F -1,222 shares

    1.85% of the 13F portfolio, value $11,471,681.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 214,608 shares
    Change vs previous 13F +10,780 shares

    2.12% of the 13F portfolio, value $11,627,461.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 203,828 shares
    Change vs previous 13F +19,640 shares

    2.05% of the 13F portfolio, value $10,081,333.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 184,188 shares
    Change vs previous 13F +9,959 shares

    1.94% of the 13F portfolio, value $8,336,349.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 174,229 shares
    Change vs previous 13F +5,681 shares

    1.84% of the 13F portfolio, value $7,673,045.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 168,548 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $8,065,022.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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