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MUIRFIELD WEALTH ADVISORS LLC: VUG position timeline

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

MUIRFIELD WEALTH ADVISORS LLC held 93,027 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,027 shares
    Change vs previous 13F +77,945 shares

    5.23% of the 13F portfolio, value $8,013,313.

    13F-HR 0001951757-26-001173 filed by MUIRFIELD WEALTH 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 15,082 shares
    Change vs previous 13F -203 shares

    4.85% of the 13F portfolio, value $6,587,732.

    13F-HR 0001951757-26-000702 filed by MUIRFIELD WEALTH 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 15,285 shares
    Change vs previous 13F -314 shares

    5.47% of the 13F portfolio, value $7,456,785.

    13F-HR 0001951757-26-000377 filed by MUIRFIELD WEALTH 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 15,599 shares
    Change vs previous 13F +120 shares

    5.55% of the 13F portfolio, value $7,481,473.

    13F-HR 0001951757-25-001390 filed by MUIRFIELD WEALTH 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 15,479 shares
    Change vs previous 13F +2,860 shares

    5.4% of the 13F portfolio, value $6,785,896.

    13F-HR 0001951757-25-000955 filed by MUIRFIELD WEALTH 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 12,619 shares
    Change vs previous 13F -422 shares

    3.97% of the 13F portfolio, value $4,679,489.

    13F-HR 0001951757-25-000356 filed by MUIRFIELD WEALTH 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 13,041 shares
    Change vs previous 13F -724 shares

    4.41% of the 13F portfolio, value $5,352,525.

    13F-HR 0001951757-25-000128 filed by MUIRFIELD WEALTH ADVISORS LLC
    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 13,765 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $5,284,760.

    13F-HR 0001951757-24-001016 filed by MUIRFIELD WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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