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Crown Wealth Group, LLC: VGUS position timeline

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

Crown Wealth Group, LLC held 4,640 VGUS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,640 shares
    Change vs previous 13F -1,469 shares

    0.09% of the 13F portfolio, value $351,062.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 6,109 shares
    Change vs previous 13F -59,957 shares

    0.14% of the 13F portfolio, value $462,207.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 66,066 shares
    Change vs previous 13F +16,974 shares

    1.39% of the 13F portfolio, value $4,985,671.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 49,092 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,714,301.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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