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AllGen Financial Advisors, Inc.: VEU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on VEU, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 482,791 VEU 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 482,791 shares
    Change vs previous 13F -22,186 shares

    8.83% of the 13F portfolio, value $40,433,769.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    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 504,977 shares
    Change vs previous 13F -8,662 shares

    9% of the 13F portfolio, value $37,923,781.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    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 513,639 shares
    Change vs previous 13F +16,863 shares

    8.96% of the 13F portfolio, value $37,783,271.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    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 496,776 shares
    Change vs previous 13F +27,698 shares

    8.71% of the 13F portfolio, value $35,454,879.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    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 469,078 shares
    Change vs previous 13F +195,161 shares

    8.47% of the 13F portfolio, value $31,531,439.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    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 273,917 shares
    Change vs previous 13F +47,069 shares

    4.92% of the 13F portfolio, value $16,615,803.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    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 226,848 shares
    Change vs previous 13F -41,926 shares

    4.37% of the 13F portfolio, value $13,023,359.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    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 268,774 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $16,932,749.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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