Martel Wealth Advisors LLC: VEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Martel Wealth Advisors LLC on VEU, newest first. How the timeline and the estimate are built.
Martel Wealth Advisors LLC held 8,395 VEU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 8,395 sharesChange vs previous 13F +39 shares
0.11% of the 13F portfolio, value $703,113.
13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,356 sharesChange vs previous 13F +13 shares
0.11% of the 13F portfolio, value $627,529.
13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,343 sharesChange vs previous 13F +140 shares
0.1% of the 13F portfolio, value $613,721.
13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,203 sharesChange vs previous 13F +41 shares
0.1% of the 13F portfolio, value $585,431.
13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,162 sharesChange vs previous 13F +57 shares
0.1% of the 13F portfolio, value $548,683.
13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,105 sharesChange vs previous 13F +25 shares
0.1% of the 13F portfolio, value $491,649.
13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,080 sharesChange vs previous 13F +129 shares
0.09% of the 13F portfolio, value $463,887.
13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,951 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $500,338.
13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).