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Long Island Wealth Management, Inc.: VFVA position timeline

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

Long Island Wealth Management, Inc. held 9,879 VFVA 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 9,879 shares
    Change vs previous 13F +1,269 shares

    0.61% of the 13F portfolio, value $1,466,342.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 8,610 shares
    Change vs previous 13F +144 shares

    0.54% of the 13F portfolio, value $1,158,930.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 8,466 shares
    Change vs previous 13F +635 shares

    0.53% of the 13F portfolio, value $1,124,153.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 7,831 shares
    Change vs previous 13F +662 shares

    0.49% of the 13F portfolio, value $998,812.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 7,169 shares
    Change vs previous 13F -1,722 shares

    0.44% of the 13F portfolio, value $848,085.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 8,891 shares
    Change vs previous 13F +1,771 shares

    0.62% of the 13F portfolio, value $1,013,548.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 7,120 shares
    Change vs previous 13F +223 shares

    0.53% of the 13F portfolio, value $842,776.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 6,897 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $831,416.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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