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Disclosery

EnRich Financial Partners LLC: VUG position timeline

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

EnRich Financial Partners LLC held 68,670 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,670 shares
    Change vs previous 13F +57,089 shares

    1.41% of the 13F portfolio, value $5,915,262.

    13F-HR 0001955091-26-000004 filed by EnRich Financial 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 11,581 shares
    Change vs previous 13F +107 shares

    1.34% of the 13F portfolio, value $5,058,607.

    13F-HR 0001955091-26-000003 filed by EnRich Financial 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 11,474 shares
    Change vs previous 13F -164 shares

    1.53% of the 13F portfolio, value $5,597,864.

    13F-HR 0001955091-26-000001 filed by EnRich Financial 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 11,638 shares
    Change vs previous 13F +391 shares

    1.59% of the 13F portfolio, value $5,581,857.

    13F-HR 0001955091-25-000009 filed by EnRich Financial 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 11,247 shares
    Change vs previous 13F -779 shares

    1.51% of the 13F portfolio, value $4,930,827.

    13F-HR 0001955091-25-000008 filed by EnRich Financial 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 12,026 shares
    Change vs previous 13F -173 shares

    1.5% of the 13F portfolio, value $4,459,602.

    13F-HR 0001955091-25-000005 filed by EnRich Financial 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 12,199 shares
    Change vs previous 13F -335 shares

    1.67% of the 13F portfolio, value $5,006,987.

    13F-HR 0001955091-25-000004 filed by EnRich Financial 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 12,534 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $4,812,081.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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