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Emergent Wealth Advisors, LLC: VXF position timeline

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

Emergent Wealth Advisors, LLC held 8,963 VXF 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 8,963 shares
    Change vs previous 13F -1,035 shares

    1.09% of the 13F portfolio, value $2,076,190.

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

  2. period ended2026-06-30
    13F 9,998 shares
    Change vs previous 13F -38 shares

    1.24% of the 13F portfolio, value $2,378,499.

    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 10,036 shares
    Change vs previous 13F -12,449 shares

    1.22% of the 13F portfolio, value $2,065,437.

    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 22,485 shares
    Change vs previous 13F -6,156 shares

    2.64% of the 13F portfolio, value $4,702,126.

    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 28,641 shares
    Change vs previous 13F -1,349 shares

    3.42% of the 13F portfolio, value $5,906,061.

    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 29,990 shares
    Change vs previous 13F -1,477 shares

    3.68% of the 13F portfolio, value $5,764,660.

    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 31,467 shares
    Change vs previous 13F -3,489 shares

    3.93% of the 13F portfolio, value $5,420,664.

    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 34,956 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $6,640,936.

    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).