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LifeGuide Financial Advisors, LLC: VSGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeGuide Financial Advisors, LLC on VSGX, newest first. How the timeline and the estimate are built.

LifeGuide Financial Advisors, LLC held 200,730 VSGX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,730 shares
    Change vs previous 13F +4,972 shares

    4.71% of the 13F portfolio, value $16,528,119.

    13F-HR 0001951757-26-000965 filed by LifeGuide Financial Advisors, 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 195,758 shares
    Change vs previous 13F +4,212 shares

    4.49% of the 13F portfolio, value $14,041,724.

    13F-HR 0001951757-26-000552 filed by LifeGuide Financial Advisors, 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 191,546 shares
    Change vs previous 13F +1,281 shares

    4.62% of the 13F portfolio, value $13,915,816.

    13F-HR 0001951757-26-000002 filed by LifeGuide Financial Advisors, 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 190,265 shares
    Change vs previous 13F -74 shares

    4.59% of the 13F portfolio, value $12,462,388.

    13F-HR 0001951757-25-001177 filed by LifeGuide Financial Advisors, 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 190,339 shares
    Change vs previous 13F +2,512 shares

    4.6% of the 13F portfolio, value $12,467,235.

    13F-HR 0001951757-25-000884 filed by LifeGuide Financial Advisors, 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 187,827 shares
    Change vs previous 13F +5,028 shares

    4.52% of the 13F portfolio, value $11,078,028.

    13F-HR 0001951757-25-000314 filed by LifeGuide Financial Advisors, 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 182,799 shares
    Change vs previous 13F +28,828 shares

    4.45% of the 13F portfolio, value $10,364,678.

    13F-HR 0001951757-25-000068 filed by LifeGuide Financial Advisors, 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 153,971 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $9,470,785.

    13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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