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CHERRYDALE WEALTH MANAGEMENT, LLC: VSGX position timeline

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

CHERRYDALE WEALTH MANAGEMENT, LLC held 4,907 VSGX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,907 shares
    Change vs previous 13F -502 shares

    0.11% of the 13F portfolio, value $404,078.

    13F-HR 0001907327-26-000005 filed by CHERRYDALE WEALTH MANAGEMENT, 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 5,409 shares
    Change vs previous 13F -624 shares

    0.12% of the 13F portfolio, value $387,975.

    13F-HR 0001907327-26-000002 filed by CHERRYDALE 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 ended2025-12-31
    13F 6,033 shares
    Change vs previous 13F -71 shares

    0.13% of the 13F portfolio, value $432,051.

    13F-HR 0001907327-26-000001 filed by CHERRYDALE 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 ended2025-09-30
    13F 6,104 shares
    Change vs previous 13F -84 shares

    0.13% of the 13F portfolio, value $423,404.

    13F-HR 0001907327-25-000006 filed by CHERRYDALE 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 ended2025-06-30
    13F 6,188 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $405,319.

    13F-HR 0001907327-25-000005 filed by CHERRYDALE 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 ended2025-03-31
    13F 6,183 shares
    Change vs previous 13F +40 shares

    0.14% of the 13F portfolio, value $364,672.

    13F-HR 0001907327-25-000004 filed by CHERRYDALE 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 ended2024-12-31
    13F 6,143 shares
    Change vs previous 13F -1,336 shares

    0.13% of the 13F portfolio, value $348,329.

    13F-HR 0001907327-25-000001 filed by CHERRYDALE 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 ended2024-09-30
    13F 7,479 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $460,007.

    13F-HR 0001907327-24-000004 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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