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Martel Wealth Advisors LLC: VEA position timeline

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

Martel Wealth Advisors LLC held 162,690 VEA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,690 shares
    Change vs previous 13F -7,219 shares

    1.82% of the 13F portfolio, value $11,591,680.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors 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 169,909 shares
    Change vs previous 13F -13,621 shares

    1.85% of the 13F portfolio, value $10,887,781.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors 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 183,530 shares
    Change vs previous 13F -4,423 shares

    1.96% of the 13F portfolio, value $11,465,134.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors 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 187,953 shares
    Change vs previous 13F -5,968 shares

    1.97% of the 13F portfolio, value $11,262,115.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors 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 193,921 shares
    Change vs previous 13F -7,902 shares

    2.05% of the 13F portfolio, value $11,055,454.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors 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 201,823 shares
    Change vs previous 13F -22,802 shares

    2.04% of the 13F portfolio, value $10,258,660.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors 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 224,625 shares
    Change vs previous 13F -6,232 shares

    2.1% of the 13F portfolio, value $10,741,552.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors 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 230,857 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $12,043,832.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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