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AllGen Financial Advisors, Inc.: VWOB position timeline

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

AllGen Financial Advisors, Inc. held 140,364 VWOB 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 140,364 shares
    Change vs previous 13F +140,364 shares

    2.06% of the 13F portfolio, value $9,438,084.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -31,647 shares

    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).

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

  3. period ended2025-06-30
    13F 31,647 shares
    Change vs previous 13F -25,765 shares

    0.56% of the 13F portfolio, value $2,068,142.

    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).

  4. period ended2025-03-31
    13F 57,412 shares
    Change vs previous 13F +1,333 shares

    1.09% of the 13F portfolio, value $3,685,882.

    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).

  5. period ended2024-12-31
    13F 56,079 shares
    Change vs previous 13F -749 shares

    1.19% of the 13F portfolio, value $3,541,394.

    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).

  6. period ended2024-09-30
    13F 56,828 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,771,675.

    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).