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Michael A. Dubis Financial Planning, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Michael A. Dubis Financial Planning, LLC on VGSH, newest first. How the timeline and the estimate are built.

Michael A. Dubis Financial Planning, LLC held 202,703 VGSH shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 202,703 shares
    Change vs previous 13F +3,888 shares

    11.55% of the 13F portfolio, value $11,896,635.

    13F-HR 0002063364-25-000027 filed by Michael A. Dubis Financial Planning, 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 198,815 shares
    Change vs previous 13F not available

    11.18% of the 13F portfolio, value $11,567,000.

    13F-HR 0001345576-25-000005 filed by Michael A. Dubis Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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