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Disclosery

Mittelman Wealth Management: VWO position timeline

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

Mittelman Wealth Management held 40,913 VWO 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 40,913 shares
    Change vs previous 13F -200,056 shares

    7.99% of the 13F portfolio, value $12,075,170.

    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 240,969 shares
    Change vs previous 13F +15,224 shares

    8.12% of the 13F portfolio, value $13,024,415.

    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 225,745 shares
    Change vs previous 13F +5,896 shares

    7.89% of the 13F portfolio, value $12,136,092.

    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 219,849 shares
    Change vs previous 13F +2,480 shares

    7.8% of the 13F portfolio, value $11,911,460.

    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 217,369 shares
    Change vs previous 13F -23,996 shares

    9.07% of the 13F portfolio, value $10,751,091.

    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).

  6. period ended2025-03-31
    13F 241,365 shares
    Change vs previous 13F -131 shares

    9.86% of the 13F portfolio, value $10,924,200.

    13F-HR 0002021464-25-000003 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).

  7. period ended2024-12-31
    13F 241,496 shares
    Change vs previous 13F -113,337 shares

    9.89% of the 13F portfolio, value $10,635,483.

    13F-HR 0002021464-25-000001 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).

  8. period ended2024-09-30
    13F 354,833 shares
    Change vs previous 13F not available

    9.65% of the 13F portfolio, value $16,978,759.

    13F-HR 0002021464-24-000007 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).