Skip to content
Disclosery

Englebert Financial Advisers, LLC: VUG position timeline

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

Englebert Financial Advisers, LLC held 0 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,039 shares

    13F-HR 0002097035-26-000005 filed by Englebert Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,039 shares
    Change vs previous 13F -1,555 shares

    0.52% of the 13F portfolio, value $453,825.

    13F-HR 0002097035-26-000004 filed by Englebert Financial Advisers, 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 2,594 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,265,509.

    13F-HR 0002097035-26-000003 filed by Englebert Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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