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Edmonds Duncan Registered Investment Advisors, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edmonds Duncan Registered Investment Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.

Edmonds Duncan Registered Investment Advisors, LLC held 21,878 VUG shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 21,878 shares
    Change vs previous 13F -103 shares

    1.84% of the 13F portfolio, value $8,399,621.

    13F-HR 0001668155-24-000004 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 21,981 shares
    Change vs previous 13F -1,019 shares

    2% of the 13F portfolio, value $8,221,114.

    13F-HR 0001668155-24-000003 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 23,000 shares
    Change vs previous 13F +235 shares

    1.99% of the 13F portfolio, value $7,916,600.

    13F-HR 0001668155-24-000002 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 22,765 shares
    Change vs previous 13F -2,525 shares

    1.84% of the 13F portfolio, value $7,077,183.

    13F-HR 0001668155-24-000001 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 25,290 shares
    Change vs previous 13F +8,670 shares

    1.93% of the 13F portfolio, value $6,886,720.

    13F-HR 0001668155-23-000004 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 16,620 shares
    Change vs previous 13F +546 shares

    1.41% of the 13F portfolio, value $4,702,795.

    13F-HR 0001668155-23-000003 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 16,074 shares
    Change vs previous 13F +975 shares

    1.24% of the 13F portfolio, value $4,009,498.

    13F-HR 0001668155-23-000002 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 15,099 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $3,217,748.

    13F-HR 0001668155-23-000001 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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