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Clarion Wealth Managment Partners, LLC: VGLT position timeline

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

Clarion Wealth Managment Partners, LLC held 7,966 VGLT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,966 shares
    Change vs previous 13F -1,970 shares

    0.35% of the 13F portfolio, value $439,585.

    13F-HR 0002081211-26-000003 filed by Clarion Wealth Managment Partners, 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 9,936 shares
    Change vs previous 13F -7,801 shares

    0.5% of the 13F portfolio, value $549,996.

    13F-HR 0002081211-26-000002 filed by Clarion Wealth Managment Partners, 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 17,737 shares
    Change vs previous 13F -2,053 shares

    0.92% of the 13F portfolio, value $989,697.

    13F-HR 0002081211-26-000001 filed by Clarion Wealth Managment Partners, 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 19,790 shares
    Change vs previous 13F -2,200 shares

    1.11% of the 13F portfolio, value $1,125,285.

    13F-HR 0002081211-25-000001 filed by Clarion Wealth Managment Partners, 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 21,990 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,234,105.

    13F-HR 0001085146-25-005403 filed by Clarion Wealth Managment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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