Skip to content
Disclosery

GRAND WEALTH MANAGEMENT, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRAND WEALTH MANAGEMENT, LLC on VUG, newest first. How the timeline and the estimate are built.

GRAND WEALTH MANAGEMENT, LLC held 0 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -335 shares

    13F-HR 0001398344-26-014017 filed by GRAND WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 335 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $146,325.

    13F-HR 0001398344-26-008767 filed by GRAND WEALTH MANAGEMENT, 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 335 shares
    Change vs previous 13F +66 shares

    0.07% of the 13F portfolio, value $163,433.

    13F-HR 0001398344-26-001219 filed by GRAND WEALTH MANAGEMENT, 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 269 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $129,151.

    13F-HR 0001398344-25-020083 filed by GRAND WEALTH MANAGEMENT, 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 269 shares
    Change vs previous 13F -52 shares

    0.06% of the 13F portfolio, value $118,065.

    13F-HR 0001398344-25-013672 filed by GRAND WEALTH MANAGEMENT, 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 321 shares
    Change vs previous 13F +52 shares

    0.07% of the 13F portfolio, value $118,984.

    13F-HR 0001398344-25-008796 filed by GRAND WEALTH MANAGEMENT, 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 269 shares
    Change vs previous 13F +99 shares

    0.06% of the 13F portfolio, value $110,408.

    13F-HR 0001398344-25-002571 filed by GRAND WEALTH MANAGEMENT, 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 170 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $65,359.

    13F-HR 0001398344-24-019887 filed by GRAND WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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