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Kassira Wealth Management LLC: VUG position timeline

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

Kassira Wealth Management LLC held 100,490 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,490 shares
    Change vs previous 13F +81,907 shares

    6.96% of the 13F portfolio, value $8,656,226.

    13F-HR 0002095972-26-000003 filed by Kassira Wealth Management 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 18,583 shares
    Change vs previous 13F -332 shares

    7.46% of the 13F portfolio, value $8,116,884.

    13F-HR 0002095972-26-000002 filed by Kassira 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 18,915 shares
    Change vs previous 13F -1,692 shares

    8.75% of the 13F portfolio, value $9,227,875.

    13F-HR 0002095972-26-000001 filed by Kassira 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 20,607 shares
    Change vs previous 13F not available

    9.52% of the 13F portfolio, value $9,883,323.

    13F-HR 0002095972-25-000001 filed by Kassira Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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