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PALO ALTO WEALTH ADVISORS, LLC: VEA position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 6,866 VEA shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,866 shares
    Change vs previous 13F +1,243 shares

    0.12% of the 13F portfolio, value $423,836.

    13F-HR 0001951757-25-001406 filed by PALO ALTO 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 ended2025-06-30
    13F 5,623 shares
    Change vs previous 13F -466 shares

    0.12% of the 13F portfolio, value $320,566.

    13F-HR 0001951757-25-001091 filed by PALO ALTO 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 ended2025-03-31
    13F 6,089 shares
    Change vs previous 13F -1,447 shares

    0.13% of the 13F portfolio, value $328,996.

    13F-HR 0001951757-25-000562 filed by PALO ALTO 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 ended2024-12-31
    13F 7,536 shares
    Change vs previous 13F +1,017 shares

    0.13% of the 13F portfolio, value $360,387.

    13F-HR 0001951757-25-000266 filed by PALO ALTO 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 ended2024-09-30
    13F 6,519 shares
    Change vs previous 13F +1,064 shares

    0.14% of the 13F portfolio, value $334,059.

    13F-HR 0001951757-24-001178 filed by PALO ALTO 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 ended2024-06-30
    13F 5,455 shares
    Change vs previous 13F -222 shares

    0.19% of the 13F portfolio, value $269,604.

    13F-HR 0001951757-24-000747 filed by PALO ALTO 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 ended2024-03-31
    13F 5,677 shares
    Change vs previous 13F +303 shares

    0.2% of the 13F portfolio, value $284,824.

    13F-HR 0001951757-24-000420 filed by PALO ALTO 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 ended2023-12-31
    13F 5,374 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $257,415.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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