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MOKAN Wealth Management Inc.: VUG position timeline

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

MOKAN Wealth Management Inc. held 26,975 VUG 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 26,975 shares
    Change vs previous 13F +22,698 shares

    0.89% of the 13F portfolio, value $2,323,630.

    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 4,277 shares
    Change vs previous 13F -19,095 shares

    0.83% of the 13F portfolio, value $1,869,473.

    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 23,372 shares
    Change vs previous 13F +9,672 shares

    5.06% of the 13F portfolio, value $11,401,891.

    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 13,700 shares
    Change vs previous 13F +4,509 shares

    3.31% of the 13F portfolio, value $6,572,010.

    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 9,191 shares
    Change vs previous 13F -3,871 shares

    2.25% of the 13F portfolio, value $4,027,975.

    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 13,062 shares
    Change vs previous 13F +1,777 shares

    2.92% of the 13F portfolio, value $4,842,512.

    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 11,285 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $4,633,869.

    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).