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Disclosery

Equity Wealth Partners, LLC: VUG position timeline

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

Equity Wealth Partners, LLC held 23,053 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,053 shares
    Change vs previous 13F +19,265 shares

    0.71% of the 13F portfolio, value $1,985,772.

    13F-HR 0002097037-26-000009 filed by Equity Wealth 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 3,788 shares
    Change vs previous 13F +94 shares

    1.07% of the 13F portfolio, value $1,654,431.

    13F-HR 0002097037-26-000004 filed by Equity Wealth 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 3,694 shares
    Change vs previous 13F -941 shares

    1.17% of the 13F portfolio, value $1,802,180.

    13F-HR 0002097037-26-000002 filed by Equity Wealth 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 4,635 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,222,999.

    13F-HR 0002097037-25-000003 filed by Equity Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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