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Disclosery

Biltmore Wealth Management, LLC: VGSH position timeline

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

Biltmore Wealth Management, LLC held 149,767 VGSH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 149,767 shares
    Change vs previous 13F +10,616 shares

    2.67% of the 13F portfolio, value $8,620,579.

    13F-HR 0001085146-26-000865 filed by Biltmore Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 139,151 shares
    Change vs previous 13F -3,471 shares

    2.53% of the 13F portfolio, value $8,098,599.

    13F-HR 0001598102-26-000003 filed by Biltmore 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 ended2026-03-31
    13F 142,622 shares
    Change vs previous 13F +5,602 shares

    2.97% of the 13F portfolio, value $8,349,113.

    13F-HR 0001598102-26-000002 filed by Biltmore 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 ended2025-12-31
    13F 137,020 shares
    Change vs previous 13F +3,600 shares

    3.04% of the 13F portfolio, value $8,047,161.

    13F-HR 0001598102-26-000001 filed by Biltmore 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 ended2025-09-30
    13F 133,420 shares
    Change vs previous 13F +9,017 shares

    3% of the 13F portfolio, value $7,851,790.

    13F-HR 0001598102-25-000002 filed by Biltmore 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 ended2025-06-30
    13F 124,403 shares
    Change vs previous 13F +1,720 shares

    2.96% of the 13F portfolio, value $7,312,406.

    13F-HR 0001085146-25-003687 filed by Biltmore 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 ended2025-03-31
    13F 122,683 shares
    Change vs previous 13F +308 shares

    3.04% of the 13F portfolio, value $7,200,271.

    13F-HR 0001085146-25-002130 filed by Biltmore 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 ended2024-12-31
    13F 122,375 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $7,119,761.

    13F-HR 0001085146-25-000166 filed by Biltmore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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