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Disclosery

MOTIVE WEALTH ADVISORS: VWO position timeline

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

MOTIVE WEALTH ADVISORS held 111,824 VWO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,824 shares
    Change vs previous 13F +2,948 shares

    2.75% of the 13F portfolio, value $6,674,804.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 108,876 shares
    Change vs previous 13F -15,426 shares

    2.76% of the 13F portfolio, value $5,884,733.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 124,302 shares
    Change vs previous 13F -2,936 shares

    2.85% of the 13F portfolio, value $6,682,461.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 127,238 shares
    Change vs previous 13F +2,359 shares

    2.97% of the 13F portfolio, value $6,893,760.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 124,879 shares
    Change vs previous 13F +20,706 shares

    2.81% of the 13F portfolio, value $6,176,520.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 104,173 shares
    Change vs previous 13F +2,514 shares

    2.52% of the 13F portfolio, value $4,714,874.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 101,659 shares
    Change vs previous 13F +8,531 shares

    2.4% of the 13F portfolio, value $4,477,067.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 93,128 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $4,075,285.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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