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INVICTUS PRIVATE WEALTH, LLC: VUG position timeline

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

INVICTUS PRIVATE WEALTH, LLC held 2,576,840 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,576,840 shares
    Change vs previous 13F +2,151,292 shares

    11.92% of the 13F portfolio, value $221,968,998.

    13F-HR 0001172661-26-002832 filed by INVICTUS PRIVATE WEALTH, 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 425,548 shares
    Change vs previous 13F +6,417 shares

    11.5% of the 13F portfolio, value $185,875,111.

    13F-HR 0001172661-26-001764 filed by INVICTUS PRIVATE WEALTH, 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 419,131 shares
    Change vs previous 13F +5,641 shares

    12.38% of the 13F portfolio, value $204,477,475.

    13F-HR 0001172661-26-000744 filed by INVICTUS PRIVATE WEALTH, 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 413,490 shares
    Change vs previous 13F +4,716 shares

    12.42% of the 13F portfolio, value $198,313,939.

    13F-HR 0001172661-25-004671 filed by INVICTUS PRIVATE WEALTH, 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 408,774 shares
    Change vs previous 13F +8,851 shares

    12.27% of the 13F portfolio, value $179,206,522.

    13F-HR 0001172661-25-002723 filed by INVICTUS PRIVATE WEALTH, 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 399,923 shares
    Change vs previous 13F +7,715 shares

    11.76% of the 13F portfolio, value $148,299,447.

    13F-HR 0001172661-25-001619 filed by INVICTUS PRIVATE WEALTH, 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 392,208 shares
    Change vs previous 13F +4,002 shares

    12.23% of the 13F portfolio, value $160,977,852.

    13F-HR 0001172661-25-001069 filed by INVICTUS PRIVATE WEALTH, 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 388,206 shares
    Change vs previous 13F not available

    11.8% of the 13F portfolio, value $149,043,930.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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