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Disclosery

Kathmere Capital Management, LLC: VUG position timeline

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

Kathmere Capital Management, LLC held 213,164 VUG 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 213,164 shares
    Change vs previous 13F +177,343 shares

    0.98% of the 13F portfolio, value $18,361,950.

    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 35,821 shares
    Change vs previous 13F +4,663 shares

    0.97% of the 13F portfolio, value $15,646,148.

    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 31,158 shares
    Change vs previous 13F -1,002 shares

    1.03% of the 13F portfolio, value $15,200,614.

    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 32,160 shares
    Change vs previous 13F +120 shares

    1.1% of the 13F portfolio, value $15,424,131.

    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 32,040 shares
    Change vs previous 13F +2,349 shares

    1.08% of the 13F portfolio, value $14,046,219.

    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 29,691 shares
    Change vs previous 13F +1,409 shares

    0.94% of the 13F portfolio, value $11,009,880.

    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 28,282 shares
    Change vs previous 13F -449 shares

    1.04% of the 13F portfolio, value $11,607,913.

    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 28,731 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $11,030,551.

    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).