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LPWM LLC: VONG position timeline

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

LPWM LLC held 682,435 VONG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 682,435 shares
    Change vs previous 13F +21,882 shares

    19.35% of the 13F portfolio, value $87,221,988.

    13F-HR 0001951757-26-001044 filed by LPWM 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 660,553 shares
    Change vs previous 13F +840 shares

    18.28% of the 13F portfolio, value $72,456,099.

    13F-HR 0001951757-26-000557 filed by LPWM 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 659,713 shares
    Change vs previous 13F +15,390 shares

    20.26% of the 13F portfolio, value $80,320,083.

    13F-HR 0001951757-26-000010 filed by LPWM 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 644,323 shares
    Change vs previous 13F +14,366 shares

    20.71% of the 13F portfolio, value $77,640,871.

    13F-HR 0001951757-25-001174 filed by LPWM 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 629,957 shares
    Change vs previous 13F +19,916 shares

    20.07% of the 13F portfolio, value $68,791,265.

    13F-HR 0001951757-25-000587 filed by LPWM 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 610,041 shares
    Change vs previous 13F -10,084 shares

    18.23% of the 13F portfolio, value $56,605,687.

    13F-HR 0001951757-25-000345 filed by LPWM 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 620,125 shares
    Change vs previous 13F -51,546 shares

    20.58% of the 13F portfolio, value $64,058,887.

    13F-HR 0001951757-25-000018 filed by LPWM 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 671,671 shares
    Change vs previous 13F not available

    20.98% of the 13F portfolio, value $64,070,687.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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