Charis Legacy Partners, LLC: VGSH position timeline

Charis Legacy Partners, LLC held 5,452 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,452 shares

   Change vs previous 13F -566 shares

   0.39% of the 13F portfolio, value $317,306.

   13F-HR 0001754960-26-000458 filed by Charis Legacy Partners, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,018 shares

   Change vs previous 13F -338 shares

   0.52% of the 13F portfolio, value $352,294.

   13F-HR 0001754960-26-000210 filed by Charis Legacy Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,356 shares

   Change vs previous 13F -802 shares

   0.55% of the 13F portfolio, value $373,288.

   13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,158 shares

   Change vs previous 13F -521 shares

   0.63% of the 13F portfolio, value $421,248.

   13F-HR 0001754960-25-000643 filed by Charis Legacy Partners, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,679 shares

   Change vs previous 13F -745 shares

   0.74% of the 13F portfolio, value $451,372.

   13F-HR 0001754960-25-000325 filed by Charis Legacy Partners, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 8,424 shares

   Change vs previous 13F -240 shares

   0.94% of the 13F portfolio, value $494,405.

   13F-HR 0001754960-25-000193 filed by Charis Legacy Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 8,664 shares

   Change vs previous 13F not available

   1.03% of the 13F portfolio, value $504,072.

   13F-HR 0001754960-25-000142 filed by Charis Legacy Partners, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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