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Kathmere Capital Management, LLC: VGSH position timeline

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

Kathmere Capital Management, LLC held 166,490 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,490 shares
    Change vs previous 13F +5,611 shares

    0.51% of the 13F portfolio, value $9,689,718.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 160,879 shares
    Change vs previous 13F +64,120 shares

    0.58% of the 13F portfolio, value $9,417,857.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 96,759 shares
    Change vs previous 13F +4,443 shares

    0.38% of the 13F portfolio, value $5,682,656.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 92,316 shares
    Change vs previous 13F +44,685 shares

    0.39% of the 13F portfolio, value $5,432,797.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 47,631 shares
    Change vs previous 13F +4,531 shares

    0.22% of the 13F portfolio, value $2,799,750.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 43,100 shares
    Change vs previous 13F +24,234 shares

    0.22% of the 13F portfolio, value $2,529,539.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 18,866 shares
    Change vs previous 13F +228 shares

    0.1% of the 13F portfolio, value $1,097,624.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 18,638 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,100,015.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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