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M3 Advisory Group, LLC: VONG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on VONG, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 25,140 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 25,140 shares
    Change vs previous 13F +86 shares

    1.67% of the 13F portfolio, value $3,213,160.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 25,054 shares
    Change vs previous 13F 0 shares

    1.69% of the 13F portfolio, value $2,748,187.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 25,054 shares
    Change vs previous 13F -683 shares

    1.86% of the 13F portfolio, value $3,050,340.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 25,737 shares
    Change vs previous 13F +55 shares

    1.93% of the 13F portfolio, value $3,101,324.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 25,682 shares
    Change vs previous 13F 0 shares

    1.94% of the 13F portfolio, value $2,804,488.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 25,682 shares
    Change vs previous 13F 0 shares

    1.88% of the 13F portfolio, value $2,383,045.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 25,682 shares
    Change vs previous 13F -95 shares

    1.9% of the 13F portfolio, value $2,652,964.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 25,777 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $2,488,028.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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