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Disclosery

Integrated Financial Solutions, Inc.: VUG position timeline

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

Integrated Financial Solutions, Inc. held 7,032 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,032 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $605,736.

    13F-HR 0002085853-26-001139 filed by Integrated Financial Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,032 shares
    Change vs previous 13F +5,655 shares

    0.33% of the 13F portfolio, value $605,736.

    13F-HR 0002085853-26-000757 filed by Integrated Financial Solutions, 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 1,377 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $601,690.

    13F-HR 0002085853-26-000340 filed by Integrated Financial Solutions, 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 1,377 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $671,928.

    13F-HR 0002085853-26-000070 filed by Integrated Financial Solutions, 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/A 1,377 shares
    Change vs previous 13F +122 shares

    0.45% of the 13F portfolio, value $660,361.

    13F-HR/A 0002085853-26-000044 filed by Integrated Financial Solutions, 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 1,255 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $550,031.

    13F-HR 0002085853-26-000043 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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