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Disclosery

Ellis Investment Partners, LLC: VUG position timeline

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

Ellis Investment Partners, LLC held 390,392 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 390,392 shares
    Change vs previous 13F +323,973 shares

    5.1% of the 13F portfolio, value $33,628,403.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 66,419 shares
    Change vs previous 13F +1,736 shares

    5.03% of the 13F portfolio, value $29,011,478.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 64,683 shares
    Change vs previous 13F +1,003 shares

    5.5% of the 13F portfolio, value $31,556,630.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 63,680 shares
    Change vs previous 13F -2,148 shares

    5.52% of the 13F portfolio, value $30,541,908.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 65,828 shares
    Change vs previous 13F +205 shares

    5.61% of the 13F portfolio, value $28,859,153.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 65,623 shares
    Change vs previous 13F +331 shares

    5.03% of the 13F portfolio, value $24,334,437.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 65,292 shares
    Change vs previous 13F -5,823 shares

    5.28% of the 13F portfolio, value $26,798,379.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 71,115 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $27,303,311.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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