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PALO ALTO WEALTH ADVISORS, LLC: VXF position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 1,760 VXF 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 1,760 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $369,880.

    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 1,759 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $338,964.

    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 1,754 shares
    Change vs previous 13F -88 shares

    0.13% of the 13F portfolio, value $325,255.

    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 1,842 shares
    Change vs previous 13F -506 shares

    0.12% of the 13F portfolio, value $349,972.

    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 2,348 shares
    Change vs previous 13F +14 shares

    0.18% of the 13F portfolio, value $436,137.

    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 2,334 shares
    Change vs previous 13F -175 shares

    0.27% of the 13F portfolio, value $395,277.

    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 2,509 shares
    Change vs previous 13F -1,132 shares

    0.31% of the 13F portfolio, value $439,692.

    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 3,641 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $598,653.

    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).