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MB Generational Wealth, LLC: VGSH position timeline

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

MB Generational Wealth, LLC held 33,187 VGSH shares at 2025-03-31 per its 13F-HR filed 2025-05-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 33,187 shares
    Change vs previous 13F -1,199 shares

    1.45% of the 13F portfolio, value $1,947,745.

    13F-HR 0001085146-25-002546 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 34,386 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,000,577.

    13F-HR 0001085146-25-000716 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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