IAMS WEALTH MANAGEMENT, LLC: VGSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAMS WEALTH MANAGEMENT, LLC on VGSH, newest first. How the timeline and the estimate are built.
IAMS WEALTH MANAGEMENT, LLC held 15,893 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 15,893 sharesChange vs previous 13F -609 shares
0.28% of the 13F portfolio, value $925,016.
13F-HR 0001998182-26-000003 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,502 sharesChange vs previous 13F -1,318 shares
0.34% of the 13F portfolio, value $966,086.
13F-HR 0001998182-26-000002 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,820 sharesChange vs previous 13F +1,505 shares
0.38% of the 13F portfolio, value $1,046,606.
13F-HR 0001998182-26-000001 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,315 sharesChange vs previous 13F +1,501 shares
0.39% of the 13F portfolio, value $960,175.
13F-HR 0001998182-25-000003 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,814 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $870,782.
13F-HR 0001085146-25-003783 filed by IAMS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).