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Mezzasalma Advisors, LLC: VUG position timeline

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

Mezzasalma Advisors, LLC held 75,633 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 75,633 shares
    Change vs previous 13F +5,101 shares

    1.11% of the 13F portfolio, value $5,458,261.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,532 shares
    Change vs previous 13F +50,727 shares

    1.01% of the 13F portfolio, value $5,019,517.

    13F-HR 0001864916-26-000003 filed by Mezzasalma 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 ended2026-03-31
    13F 19,805 shares
    Change vs previous 13F +1,769 shares

    1.04% of the 13F portfolio, value $4,082,272.

    13F-HR 0001864916-26-000002 filed by Mezzasalma 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 ended2025-12-31
    13F 18,036 shares
    Change vs previous 13F +9,367 shares

    1.03% of the 13F portfolio, value $4,271,725.

    13F-HR 0001864916-26-000001 filed by Mezzasalma 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 ended2025-09-30
    13F 8,669 shares
    Change vs previous 13F +457 shares

    1.06% of the 13F portfolio, value $4,157,930.

    13F-HR 0001864916-25-000004 filed by Mezzasalma 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 ended2025-06-30
    13F 8,212 shares
    Change vs previous 13F +902 shares

    1.08% of the 13F portfolio, value $3,600,227.

    13F-HR 0001085146-25-004268 filed by Mezzasalma 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 ended2025-03-31
    13F 7,310 shares
    Change vs previous 13F +891 shares

    0.94% of the 13F portfolio, value $2,710,772.

    13F-HR 0001085146-25-002195 filed by Mezzasalma 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 ended2024-12-31
    13F 6,419 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,634,600.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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