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Bernardo Wealth Planning LLC: VONG position timeline

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

Bernardo Wealth Planning LLC held 212,221 VONG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,221 shares
    Change vs previous 13F +7,493 shares

    4.63% of the 13F portfolio, value $27,124,018.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 204,728 shares
    Change vs previous 13F +2,784 shares

    4.4% of the 13F portfolio, value $22,456,582.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 201,944 shares
    Change vs previous 13F -1,049 shares

    4.69% of the 13F portfolio, value $24,586,711.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 202,993 shares
    Change vs previous 13F -9,350 shares

    4.8% of the 13F portfolio, value $24,460,612.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 212,343 shares
    Change vs previous 13F +14,558 shares

    5.03% of the 13F portfolio, value $23,188,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 197,785 shares
    Change vs previous 13F +5,979 shares

    4.39% of the 13F portfolio, value $18,352,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 191,806 shares
    Change vs previous 13F +5,385 shares

    4.7% of the 13F portfolio, value $19,658,239.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
    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 186,421 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $18,264,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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