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Gladwyn Financial Advisors, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gladwyn Financial Advisors, Inc. on VUG, newest first. How the timeline and the estimate are built.

Gladwyn Financial Advisors, Inc. held 15,502 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,502 shares
    Change vs previous 13F -7 shares

    0.89% of the 13F portfolio, value $1,396,873.

    13F-HR 0002078684-26-000004 filed by Gladwyn Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,509 shares
    Change vs previous 13F +12,765 shares

    0.84% of the 13F portfolio, value $1,335,987.

    13F-HR 0002078684-26-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,744 shares
    Change vs previous 13F -9 shares

    0.83% of the 13F portfolio, value $1,198,538.

    13F-HR 0002078684-26-000002 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,753 shares
    Change vs previous 13F -21 shares

    0.94% of the 13F portfolio, value $1,342,856.

    13F-HR 0002078684-26-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,774 shares
    Change vs previous 13F -9 shares

    0.95% of the 13F portfolio, value $1,330,398.

    13F-HR 0002078684-25-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,783 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,219,954.

    13F-HR 0002078684-25-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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