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Disclosery

AFFINITY WEALTH MANAGEMENT LLC: VUG position timeline

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

AFFINITY WEALTH MANAGEMENT LLC held 2,640 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,640 shares
    Change vs previous 13F +2,640 shares

    0.03% of the 13F portfolio, value $227,410.

    13F-HR 0001951757-26-001017 filed by AFFINITY 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 0 shares
    Change vs previous 13F -440 shares

    13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 440 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $214,658.

    13F-HR 0001951757-26-000157 filed by AFFINITY 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 440 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,028.

    13F-HR 0001951757-25-001278 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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