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Disclosery

Mittelman Wealth Management: VGSH position timeline

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

Mittelman Wealth Management held 9,869 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,869 shares
    Change vs previous 13F -1,591 shares

    1.15% of the 13F portfolio, value $1,732,031.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,460 shares
    Change vs previous 13F +1,847 shares

    0.42% of the 13F portfolio, value $670,899.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,613 shares
    Change vs previous 13F +1,005 shares

    0.37% of the 13F portfolio, value $564,571.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,608 shares
    Change vs previous 13F -2,942 shares

    0.33% of the 13F portfolio, value $506,603.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,550 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $678,910.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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