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Clarion Wealth Managment Partners, LLC: VSLU position timeline

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

Clarion Wealth Managment Partners, LLC held 285,970 VSLU 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 285,970 shares
    Change vs previous 13F +34,488 shares

    10.68% of the 13F portfolio, value $13,225,031.

    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 251,482 shares
    Change vs previous 13F +88,856 shares

    9.53% of the 13F portfolio, value $10,514,457.

    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 162,626 shares
    Change vs previous 13F +53,960 shares

    6.66% of the 13F portfolio, value $7,197,821.

    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 108,666 shares
    Change vs previous 13F +60,879 shares

    4.58% of the 13F portfolio, value $4,639,175.

    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 47,787 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $1,870,867.

    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).