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Disclosery

LPWM LLC: VUG position timeline

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

LPWM LLC held 15,823 VUG 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 15,823 shares
    Change vs previous 13F +13,237 shares

    0.3% of the 13F portfolio, value $1,363,011.

    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 2,586 shares
    Change vs previous 13F +77 shares

    0.29% of the 13F portfolio, value $1,129,630.

    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 2,509 shares
    Change vs previous 13F +12 shares

    0.31% of the 13F portfolio, value $1,224,142.

    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 2,497 shares
    Change vs previous 13F -383 shares

    0.32% of the 13F portfolio, value $1,197,686.

    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 2,880 shares
    Change vs previous 13F +115 shares

    0.37% of the 13F portfolio, value $1,262,683.

    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 2,765 shares
    Change vs previous 13F -2 shares

    0.33% of the 13F portfolio, value $1,025,394.

    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 2,767 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,135,773.

    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 2,767 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,049,381.

    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).