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Disclosery

MOR Wealth Management, LLC: VLU position timeline

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

MOR Wealth Management, LLC held 3,607 VLU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,607 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $859,213.

    13F-HR 0002092389-26-000005 filed by MOR Wealth Management, LLC
    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 3,607 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $775,420.

    13F-HR 0002092389-26-000003 filed by MOR Wealth Management, LLC
    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 3,607 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $759,773.

    13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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