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Fusion Family Wealth, LLC: VWO position timeline

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

Fusion Family Wealth, LLC held 1,996,345 VWO 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 1,996,345 shares
    Change vs previous 13F -74,938 shares

    7.92% of the 13F portfolio, value $119,161,855.

    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 2,071,283 shares
    Change vs previous 13F +22,009 shares

    8.36% of the 13F portfolio, value $111,952,850.

    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 2,049,274 shares
    Change vs previous 13F -37,940 shares

    8.35% of the 13F portfolio, value $110,168,985.

    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 2,087,214 shares
    Change vs previous 13F -116 shares

    8.47% of the 13F portfolio, value $113,085,255.

    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 2,087,330 shares
    Change vs previous 13F -84,129 shares

    8.73% of the 13F portfolio, value $103,239,325.

    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 2,171,459 shares
    Change vs previous 13F -95,495 shares

    9.04% of the 13F portfolio, value $98,280,239.

    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 2,266,954 shares
    Change vs previous 13F +53,384 shares

    9.15% of the 13F portfolio, value $99,836,668.

    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 2,213,570 shares
    Change vs previous 13F not available

    9.75% of the 13F portfolio, value $105,919,335.

    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).