Mason & Associates, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason & Associates, LLC on VUG, newest first. How the timeline and the estimate are built.

Mason & Associates, LLC held 8,592 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

period ended2026-06-30
13F 8,592 shares
Change vs previous 13F +7,361 shares
0.15% of the 13F portfolio, value $740,115.
13F-HR 0001754960-26-000510 filed by Mason & Associates, LLC
Filed 2026-07-14 (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).
period ended2026-03-31
13F 1,231 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $537,688.
13F-HR 0001754960-26-000303 filed by Mason & Associates, LLC
Filed 2026-04-22 (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).
period ended2025-12-31
13F 1,231 shares
Change vs previous 13F -1 shares
0.14% of the 13F portfolio, value $600,556.
13F-HR 0001754960-26-000098 filed by Mason & Associates, 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).
period ended2025-09-30
13F 1,232 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $540,109.
13F-HR 0001754960-25-000746 filed by Mason & Associates, LLC
Filed 2025-11-04 (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).
period ended2025-06-30
13F 1,232 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $540,109.
13F-HR 0001754960-25-000508 filed by Mason & Associates, LLC
Filed 2025-07-30 (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).
period ended2025-03-31
13F 1,232 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $456,850.
13F-HR 0001754960-25-000175 filed by Mason & Associates, LLC
Filed 2025-04-11 (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).
period ended2024-12-31
13F 1,232 shares
Change vs previous 13F +15 shares
0.15% of the 13F portfolio, value $505,662.
13F-HR 0001754960-25-000031 filed by Mason & Associates, LLC
Filed 2025-01-15 (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).
period ended2024-09-30
13F 1,217 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $467,243.
13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
Filed 2024-10-15 (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).