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FLP Wealth Management, LLC: VUG position timeline

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

FLP Wealth Management, LLC held 3,804 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 3,804 shares
    Change vs previous 13F +2,832 shares

    0.58% of the 13F portfolio, value $327,677.

    13F-HR 0002052024-26-000001 filed by FLP Wealth Management, 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/A 972 shares
    Change vs previous 13F -7 shares

    0.87% of the 13F portfolio, value $424,573.

    13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, 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/A 979 shares
    Change vs previous 13F -429 shares

    1.13% of the 13F portfolio, value $477,513.

    13F-HR/A 0001214659-26-005185 filed by FLP Wealth Management, 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/A 1,408 shares
    Change vs previous 13F -52 shares

    1.9% of the 13F portfolio, value $675,300.

    13F-HR/A 0001214659-25-015280 filed by FLP Wealth Management, 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 1,460 shares
    Change vs previous 13F +607 shares

    1.8% of the 13F portfolio, value $640,064.

    13F-HR 0001214659-25-014443 filed by FLP Wealth Management, 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 853 shares
    Change vs previous 13F -623 shares

    1% of the 13F portfolio, value $316,139.

    13F-HR 0001214659-25-010410 filed by FLP Wealth Management, 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 1,476 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $605,638.

    13F-HR 0001214659-25-010331 filed by FLP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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