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Luminvest Wealth Management LLC: VXF position timeline

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

Luminvest Wealth Management LLC held 41,698 VXF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,698 shares
    Change vs previous 13F +4,171 shares

    2.37% of the 13F portfolio, value $10,202,089.

    13F-HR 0002036517-26-000004 filed by Luminvest Wealth Management 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 37,527 shares
    Change vs previous 13F +616 shares

    2.06% of the 13F portfolio, value $7,879,991.

    13F-HR 0002036517-26-000002 filed by Luminvest Wealth Management 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 36,911 shares
    Change vs previous 13F +11,450 shares

    2.14% of the 13F portfolio, value $7,718,765.

    13F-HR 0002036517-26-000001 filed by Luminvest Wealth Management 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 25,461 shares
    Change vs previous 13F +2,711 shares

    1.74% of the 13F portfolio, value $5,330,597.

    13F-HR 0002036517-25-000002 filed by Luminvest Wealth Management 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 22,750 shares
    Change vs previous 13F +2,598 shares

    1.57% of the 13F portfolio, value $4,389,862.

    13F-HR 0001085146-25-003919 filed by Luminvest Wealth Management 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 20,152 shares
    Change vs previous 13F -1,857 shares

    1.43% of the 13F portfolio, value $3,471,593.

    13F-HR 0001085146-25-002501 filed by Luminvest Wealth Management 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 22,009 shares
    Change vs previous 13F -1,208 shares

    1.69% of the 13F portfolio, value $4,181,670.

    13F-HR 0001085146-25-000572 filed by Luminvest Wealth Management 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 23,217 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,267,501.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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