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Boston Standard Wealth Management, LLC: VSGX position timeline

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

Boston Standard Wealth Management, LLC held 42,788 VSGX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,788 shares
    Change vs previous 13F +42 shares

    0.5% of the 13F portfolio, value $3,468,839.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,746 shares
    Change vs previous 13F -468 shares

    0.51% of the 13F portfolio, value $3,486,333.

    13F-HR 0001630939-26-000006 filed by Boston Standard 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 43,214 shares
    Change vs previous 13F -1,470 shares

    0.51% of the 13F portfolio, value $3,139,254.

    13F-HR 0001630939-26-000004 filed by Boston Standard 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 44,684 shares
    Change vs previous 13F -574 shares

    0.53% of the 13F portfolio, value $3,200,302.

    13F-HR 0001630939-26-000003 filed by Boston Standard 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 45,258 shares
    Change vs previous 13F +5,927 shares

    0.53% of the 13F portfolio, value $3,140,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard 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 39,331 shares
    Change vs previous 13F +3,165 shares

    0.46% of the 13F portfolio, value $2,576,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard 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 36,166 shares
    Change vs previous 13F -1,719 shares

    0.46% of the 13F portfolio, value $2,071,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard 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 37,885 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,148,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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