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Fairway Wealth LLC: VXF position timeline

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

Fairway Wealth LLC held 94,675 VXF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,675 shares
    Change vs previous 13F +1,331 shares

    5.33% of the 13F portfolio, value $23,308,579.

    13F-HR 0002019393-26-000003 filed by Fairway Wealth 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 93,344 shares
    Change vs previous 13F +3,139 shares

    5.07% of the 13F portfolio, value $19,205,749.

    13F-HR 0002019393-26-000002 filed by Fairway Wealth 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 90,205 shares
    Change vs previous 13F +1,136 shares

    5.09% of the 13F portfolio, value $18,863,711.

    13F-HR 0002019393-26-000001 filed by Fairway Wealth 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 89,069 shares
    Change vs previous 13F +4,360 shares

    5.23% of the 13F portfolio, value $18,645,770.

    13F-HR 0002019393-25-000007 filed by Fairway Wealth 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 84,709 shares
    Change vs previous 13F -1,965 shares

    5.22% of the 13F portfolio, value $16,323,692.

    13F-HR 0002019393-25-000003 filed by Fairway Wealth 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 86,674 shares
    Change vs previous 13F +42,790 shares

    5.52% of the 13F portfolio, value $14,930,898.

    13F-HR 0002019393-25-000002 filed by Fairway Wealth 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 43,884 shares
    Change vs previous 13F -1,432 shares

    3.75% of the 13F portfolio, value $8,337,007.

    13F-HR 0002019393-25-000001 filed by Fairway Wealth 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 45,316 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $8,246,988.

    13F-HR 0002019393-24-000005 filed by Fairway Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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