Martel Wealth Advisors LLC: VWO position timeline

Martel Wealth Advisors LLC held 108,318 VWO 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 108,318 shares

   Change vs previous 13F -5,379 shares

   1.02% of the 13F portfolio, value $6,465,484.

   13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 113,697 shares

   Change vs previous 13F -4,318 shares

   1.05% of the 13F portfolio, value $6,145,338.

   13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 118,015 shares

   Change vs previous 13F -2,406 shares

   1.08% of the 13F portfolio, value $6,344,477.

   13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 120,421 shares

   Change vs previous 13F -6,570 shares

   1.14% of the 13F portfolio, value $6,524,387.

   13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 126,991 shares

   Change vs previous 13F -2,494 shares

   1.16% of the 13F portfolio, value $6,280,997.

   13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 129,485 shares

   Change vs previous 13F -9,576 shares

   1.17% of the 13F portfolio, value $5,860,489.

   13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 139,061 shares

   Change vs previous 13F -3,194 shares

   1.2% of the 13F portfolio, value $6,124,233.

   13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 142,255 shares

   Change vs previous 13F not available

   1.43% of the 13F portfolio, value $6,979,028.

   13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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