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FRG Family Wealth Advisors LLC: VDE position timeline

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

FRG Family Wealth Advisors LLC held 7,245 VDE shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,245 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,253,675.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,245 shares
    Change vs previous 13F -1,050 shares

    0.14% of the 13F portfolio, value $912,290.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 8,295 shares
    Change vs previous 13F -3,875 shares

    0.17% of the 13F portfolio, value $1,044,009.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 12,170 shares
    Change vs previous 13F -170 shares

    0.25% of the 13F portfolio, value $1,449,690.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,340 shares
    Change vs previous 13F -900 shares

    0.31% of the 13F portfolio, value $1,600,621.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,240 shares
    Change vs previous 13F +80 shares

    0.29% of the 13F portfolio, value $1,606,144.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,160 shares
    Change vs previous 13F -355 shares

    0.29% of the 13F portfolio, value $1,611,705.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 13,515 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,639,099.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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