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Disclosery

Peninsula Wealth, LLC: VWO position timeline

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

Peninsula Wealth, LLC held 96,317 VWO shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 96,317 shares
    Change vs previous 13F -2,369 shares

    0.72% of the 13F portfolio, value $4,241,793.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 98,686 shares
    Change vs previous 13F -15,031 shares

    0.82% of the 13F portfolio, value $4,677,720.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 113,717 shares
    Change vs previous 13F -137,817 shares

    0.97% of the 13F portfolio, value $5,184,337.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 251,534 shares
    Change vs previous 13F -86,278 shares

    2.1% of the 13F portfolio, value $10,506,594.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 337,812 shares
    Change vs previous 13F -163,358 shares

    2.86% of the 13F portfolio, value $13,884,089.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 501,170 shares
    Change vs previous 13F -412 shares

    4.44% of the 13F portfolio, value $18,954,266.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 501,582 shares
    Change vs previous 13F +6,594 shares

    5.33% of the 13F portfolio, value $20,404,356.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 494,988 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $19,997,521.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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