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AllSquare Wealth Management LLC: VGSH position timeline

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

AllSquare Wealth Management LLC held 7,913 VGSH shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 7,913 shares
    Change vs previous 13F +825 shares

    0.25% of the 13F portfolio, value $465,680.

    13F-HR 0001633674-26-000005 filed by AllSquare 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 ended2025-06-30
    13F 7,088 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $416,633.

    13F-HR 0001633674-25-000003 filed by AllSquare 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 ended2025-03-31
    13F 7,088 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $415,995.

    13F-HR 0001633674-25-000002 filed by AllSquare 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 ended2024-12-31
    13F 7,088 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $412,380.

    13F-HR 0001633674-25-000001 filed by AllSquare 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 ended2024-09-30
    13F 7,088 shares
    Change vs previous 13F +35 shares

    0.24% of the 13F portfolio, value $418,334.

    13F-HR 0001633674-24-000005 filed by AllSquare 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 ended2024-06-30
    13F 7,053 shares
    Change vs previous 13F +425 shares

    0.25% of the 13F portfolio, value $409,003.

    13F-HR 0001633674-24-000003 filed by AllSquare 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 ended2024-03-31
    13F 6,628 shares
    Change vs previous 13F +2,070 shares

    0.23% of the 13F portfolio, value $384,888.

    13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,558 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $265,868.

    13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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