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MOKAN Wealth Management Inc.: VGSH position timeline

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

MOKAN Wealth Management Inc. held 266,768 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,768 shares
    Change vs previous 13F +17,853 shares

    5.93% of the 13F portfolio, value $15,525,707.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 248,915 shares
    Change vs previous 13F +6,685 shares

    6.45% of the 13F portfolio, value $14,571,440.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 242,230 shares
    Change vs previous 13F +23,327 shares

    6.31% of the 13F portfolio, value $14,226,306.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 218,903 shares
    Change vs previous 13F +8,422 shares

    6.48% of the 13F portfolio, value $12,882,053.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    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 210,481 shares
    Change vs previous 13F +16,041 shares

    6.91% of the 13F portfolio, value $12,372,066.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    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 194,440 shares
    Change vs previous 13F +10,269 shares

    6.88% of the 13F portfolio, value $11,411,360.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 184,171 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $10,714,884.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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