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Forthright Family Wealth Advisory LLC: VGLT position timeline

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

Forthright Family Wealth Advisory LLC held 73,576 VGLT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,576 shares
    Change vs previous 13F +8,726 shares

    2.3% of the 13F portfolio, value $4,059,943.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 64,850 shares
    Change vs previous 13F -11,366 shares

    2.58% of the 13F portfolio, value $3,841,714.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 76,216 shares
    Change vs previous 13F +1,453 shares

    2.67% of the 13F portfolio, value $4,252,853.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 74,763 shares
    Change vs previous 13F +29,902 shares

    2.61% of the 13F portfolio, value $4,251,024.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 44,861 shares
    Change vs previous 13F -507 shares

    1.59% of the 13F portfolio, value $2,517,599.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 45,368 shares
    Change vs previous 13F +532 shares

    1.73% of the 13F portfolio, value $2,613,650.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 44,836 shares
    Change vs previous 13F -8,863 shares

    1.61% of the 13F portfolio, value $2,481,673.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 53,699 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $3,180,592.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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