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Highland Financial Advisors, LLC: VONG position timeline

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

Highland Financial Advisors, LLC held 299,639 VONG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,639 shares
    Change vs previous 13F +52,805 shares

    8.42% of the 13F portfolio, value $38,296,861.

    13F-HR 0002063364-26-000184 filed by Highland Financial 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 ended2026-03-31
    13F 246,834 shares
    Change vs previous 13F +18,872 shares

    7.15% of the 13F portfolio, value $27,075,251.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 ended2025-12-31
    13F 227,962 shares
    Change vs previous 13F -954 shares

    7.7% of the 13F portfolio, value $27,754,383.

    13F-HR 0002063364-26-000024 filed by Highland Financial 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 ended2025-09-30
    13F 228,916 shares
    Change vs previous 13F +6,089 shares

    7.91% of the 13F portfolio, value $27,584,356.

    13F-HR 0002063364-25-000254 filed by Highland Financial 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 ended2025-06-30
    13F 222,827 shares
    Change vs previous 13F +3,129 shares

    7.81% of the 13F portfolio, value $24,332,760.

    13F-HR 0002063364-25-000133 filed by Highland Financial 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 ended2025-03-31
    13F 219,698 shares
    Change vs previous 13F +3,181 shares

    7.29% of the 13F portfolio, value $20,385,784.

    13F-HR 0002063364-25-000011 filed by Highland Financial 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 ended2024-12-31
    13F 216,517 shares
    Change vs previous 13F -1,736 shares

    7.75% of the 13F portfolio, value $22,366,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial 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 ended2024-09-30
    13F 218,253 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $21,066,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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