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Base Wealth Management LLC: VONG position timeline

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

Base Wealth Management LLC held 66,120 VONG 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 66,120 shares
    Change vs previous 13F -14,856 shares

    3.93% of the 13F portfolio, value $8,450,836.

    13F-HR 0002083977-26-000005 filed by Base 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 80,976 shares
    Change vs previous 13F -8,841 shares

    4.97% of the 13F portfolio, value $8,882,258.

    13F-HR 0002083977-26-000004 filed by Base 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 ended2025-12-31
    13F 89,817 shares
    Change vs previous 13F +4,658 shares

    5.89% of the 13F portfolio, value $10,935,206.

    13F-HR 0002083977-26-000002 filed by Base 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 85,159 shares
    Change vs previous 13F +4,306 shares

    5.85% of the 13F portfolio, value $10,261,652.

    13F-HR 0002083977-25-000003 filed by Base 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 ended2025-06-30
    13F 80,853 shares
    Change vs previous 13F +6,130 shares

    5.66% of the 13F portfolio, value $8,829,134.

    13F-HR 0002083977-25-000002 filed by Base 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 ended2025-03-31
    13F 74,723 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $6,933,535.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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