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MRWM Advisors, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MRWM Advisors, LLC on VGSH, newest first. How the timeline and the estimate are built.

MRWM Advisors, LLC held 55,296 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,296 shares
    Change vs previous 13F -1,977 shares

    1.32% of the 13F portfolio, value $3,218,227.

    13F-HR 0001754960-26-000660 filed by MRWM Advisors, 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 57,273 shares
    Change vs previous 13F +9,920 shares

    1.82% of the 13F portfolio, value $3,352,761.

    13F-HR 0001754960-26-000284 filed by MRWM Advisors, 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 47,353 shares
    Change vs previous 13F -13,141 shares

    1.49% of the 13F portfolio, value $2,781,042.

    13F-HR 0001754960-26-000115 filed by MRWM Advisors, LLC
    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 60,494 shares
    Change vs previous 13F -1,156 shares

    2.03% of the 13F portfolio, value $3,560,072.

    13F-HR 0001754960-25-000717 filed by MRWM Advisors, LLC
    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 61,650 shares
    Change vs previous 13F -2,952 shares

    2.27% of the 13F portfolio, value $3,623,787.

    13F-HR 0001754960-25-000620 filed by MRWM Advisors, LLC
    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 64,602 shares
    Change vs previous 13F -6,925 shares

    2.64% of the 13F portfolio, value $3,791,491.

    13F-HR 0001754960-25-000621 filed by MRWM Advisors, LLC
    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 71,527 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $4,161,441.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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