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Fusion Family Wealth, LLC: VEA position timeline

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

Fusion Family Wealth, LLC held 1,954,410 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,954,410 shares
    Change vs previous 13F -27,671 shares

    9.25% of the 13F portfolio, value $139,251,733.

    13F-HR 0001951757-26-001150 filed by Fusion Family 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 1,982,081 shares
    Change vs previous 13F +37,987 shares

    9.48% of the 13F portfolio, value $127,011,727.

    13F-HR 0001951757-26-000773 filed by Fusion Family 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 1,944,094 shares
    Change vs previous 13F +29,885 shares

    9.2% of the 13F portfolio, value $121,447,536.

    13F-HR 0001951757-26-000355 filed by Fusion Family 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 1,914,209 shares
    Change vs previous 13F +79,398 shares

    8.59% of the 13F portfolio, value $114,699,429.

    13F-HR 0001951757-25-001286 filed by Fusion Family 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 1,834,811 shares
    Change vs previous 13F -18,974 shares

    8.84% of the 13F portfolio, value $104,602,568.

    13F-HR 0001951757-25-001002 filed by Fusion Family 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 1,853,785 shares
    Change vs previous 13F +116,202 shares

    8.66% of the 13F portfolio, value $94,227,890.

    13F-HR 0001951757-25-000468 filed by Fusion Family 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 1,737,583 shares
    Change vs previous 13F +43,419 shares

    7.62% of the 13F portfolio, value $83,091,197.

    13F-HR 0001951757-25-000134 filed by Fusion Family 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 1,694,164 shares
    Change vs previous 13F not available

    8.24% of the 13F portfolio, value $89,468,822.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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