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Emergent Wealth Advisors, LLC: VUG position timeline

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

Emergent Wealth Advisors, LLC held 126,572 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126,572 shares
    Change vs previous 13F +5,323 shares

    5.96% of the 13F portfolio, value $11,405,368.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 121,249 shares
    Change vs previous 13F +102,436 shares

    5.46% of the 13F portfolio, value $10,511,252.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 18,813 shares
    Change vs previous 13F +6,118 shares

    4.86% of the 13F portfolio, value $8,217,471.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 12,695 shares
    Change vs previous 13F +181 shares

    3.48% of the 13F portfolio, value $6,193,177.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 12,514 shares
    Change vs previous 13F +240 shares

    3.48% of the 13F portfolio, value $6,002,179.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 12,274 shares
    Change vs previous 13F +160 shares

    3.5% of the 13F portfolio, value $5,476,803.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 12,114 shares
    Change vs previous 13F +604 shares

    3.25% of the 13F portfolio, value $4,492,073.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth 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 ended2024-12-31
    13F 11,510 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $4,724,235.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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