E&R Wealth Management, LLC: VSS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of E&R Wealth Management, LLC on VSS, newest first. How the timeline and the estimate are built.
E&R Wealth Management, LLC held 50,360 VSS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 50,360 sharesChange vs previous 13F +4,471 shares
6.59% of the 13F portfolio, value $7,769,998.
13F-HR 0001172661-26-002824 filed by E&R Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,889 sharesChange vs previous 13F +694 shares
6.66% of the 13F portfolio, value $6,690,212.
13F-HR 0001172661-26-001928 filed by E&R Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,195 sharesChange vs previous 13F not available
6.76% of the 13F portfolio, value $6,477,849.
13F-HR 0001172661-26-000631 filed by E&R Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).