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LFA - Lugano Financial Advisors SA: VWOB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LFA - Lugano Financial Advisors SA on VWOB, newest first. How the timeline and the estimate are built.

LFA - Lugano Financial Advisors SA held 71,871 VWOB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,871 shares
    Change vs previous 13F -4,049 shares

    2.85% of the 13F portfolio, value $4,736,856.

    13F-HR 0001737871-26-000004 filed by LFA - Lugano Financial Advisors SA
    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 75,920 shares
    Change vs previous 13F -976 shares

    2.51% of the 13F portfolio, value $4,938,649.

    13F-HR 0001737871-26-000002 filed by LFA - Lugano Financial Advisors SA
    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 76,896 shares
    Change vs previous 13F -324 shares

    2.68% of the 13F portfolio, value $5,185,097.

    13F-HR 0001737871-26-000001 filed by LFA - Lugano Financial Advisors SA
    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 77,220 shares
    Change vs previous 13F +9,163 shares

    2.71% of the 13F portfolio, value $5,141,794.

    13F-HR 0001737871-25-000006 filed by LFA - Lugano Financial Advisors SA
    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 68,057 shares
    Change vs previous 13F -2,898 shares

    2.61% of the 13F portfolio, value $4,399,878.

    13F-HR 0001737871-25-000004 filed by LFA - Lugano Financial Advisors SA
    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 70,955 shares
    Change vs previous 13F +2,285 shares

    3.1% of the 13F portfolio, value $4,555,311.

    13F-HR 0001737871-25-000002 filed by LFA - Lugano Financial Advisors SA
    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 68,670 shares
    Change vs previous 13F +1,098 shares

    2.84% of the 13F portfolio, value $4,336,511.

    13F-HR 0001737871-25-000001 filed by LFA - Lugano Financial Advisors SA
    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 67,572 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $4,484,754.

    13F-HR 0001737871-24-000005 filed by LFA - Lugano Financial Advisors SA
    Filed (acceptance time not in the bulk data set), ingested

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