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Brady Martz Wealth Solutions, LLC: VGIT position timeline

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

Brady Martz Wealth Solutions, LLC held 345,954 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 345,954 shares
    Change vs previous 13F +14,438 shares

    3.08% of the 13F portfolio, value $20,404,367.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 331,516 shares
    Change vs previous 13F +19,631 shares

    3.36% of the 13F portfolio, value $19,741,778.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 311,885 shares
    Change vs previous 13F +14,316 shares

    3.29% of the 13F portfolio, value $18,691,268.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 297,569 shares
    Change vs previous 13F +14,382 shares

    3.24% of the 13F portfolio, value $17,863,067.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 283,187 shares
    Change vs previous 13F +146,062 shares

    3.28% of the 13F portfolio, value $16,937,414.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 137,125 shares
    Change vs previous 13F +73,995 shares

    1.84% of the 13F portfolio, value $8,145,225.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 63,130 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,628,081.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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