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Disclosery

Crown Wealth Group, LLC: VUG position timeline

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

Crown Wealth Group, LLC held 137,152 VUG 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 137,152 shares
    Change vs previous 13F +114,810 shares

    3.01% of the 13F portfolio, value $11,814,270.

    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 22,342 shares
    Change vs previous 13F -2,894 shares

    2.87% of the 13F portfolio, value $9,758,760.

    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 25,236 shares
    Change vs previous 13F -4,632 shares

    3.44% of the 13F portfolio, value $12,311,515.

    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 29,868 shares
    Change vs previous 13F +11,491 shares

    4.3% of the 13F portfolio, value $14,325,133.

    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).

  5. period ended2025-06-30
    13F 18,377 shares
    Change vs previous 13F +1,182 shares

    3.03% of the 13F portfolio, value $8,056,496.

    13F-HR 0001667731-25-000836 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).

  6. period ended2025-03-31
    13F 17,195 shares
    Change vs previous 13F -488 shares

    3.31% of the 13F portfolio, value $6,376,266.

    13F-HR 0001667731-25-000523 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).

  7. period ended2024-12-31
    13F 17,683 shares
    Change vs previous 13F +12,519 shares

    2.95% of the 13F portfolio, value $7,257,709.

    13F-HR 0001667731-25-000203 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).

  8. period ended2024-09-30
    13F 5,164 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,982,801.

    13F-HR 0001845698-24-000005 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).