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Disclosery

Elite Financial, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elite Financial, Inc. on VUG, newest first. How the timeline and the estimate are built.

Elite Financial, Inc. held 12,297 VUG 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 12,297 shares
    Change vs previous 13F +10,385 shares

    0.43% of the 13F portfolio, value $1,059,000.

    13F-HR 0002059349-26-000003 filed by Elite Financial, Inc.
    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 1,912 shares
    Change vs previous 13F +107 shares

    0.37% of the 13F portfolio, value $835,000.

    13F-HR 0002059349-26-000002 filed by Elite Financial, Inc.
    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 1,805 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $880,000.

    13F-HR 0002059349-26-000001 filed by Elite Financial, Inc.
    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 1,805 shares
    Change vs previous 13F +100 shares

    0.41% of the 13F portfolio, value $894,000.

    13F-HR 0002059349-25-000005 filed by Elite Financial, Inc.
    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 1,705 shares
    Change vs previous 13F +1,504 shares

    0.38% of the 13F portfolio, value $773,000.

    13F-HR 0002059349-25-000002 filed by Elite Financial, Inc.
    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 201 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $74,000.

    13F-HR 0002057074-25-000003 filed by Elite Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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