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Perissos Private Wealth Management, LLC: VWO position timeline

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

Perissos Private Wealth Management, LLC held 121,524 VWO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,524 shares
    Change vs previous 13F +99,640 shares

    4.89% of the 13F portfolio, value $7,253,785.

    13F-HR 0002023071-26-000003 filed by Perissos Private Wealth Management, 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 21,884 shares
    Change vs previous 13F -49,519 shares

    1.03% of the 13F portfolio, value $1,182,843.

    13F-HR 0002023071-26-000002 filed by Perissos Private Wealth Management, 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 71,403 shares
    Change vs previous 13F -72,359 shares

    3.31% of the 13F portfolio, value $3,838,638.

    13F-HR 0002023071-26-000001 filed by Perissos Private Wealth Management, 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 143,762 shares
    Change vs previous 13F +67,994 shares

    5.67% of the 13F portfolio, value $7,789,025.

    13F-HR 0002023071-25-000006 filed by Perissos Private Wealth Management, 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 75,768 shares
    Change vs previous 13F +75,768 shares

    2.96% of the 13F portfolio, value $3,747,485.

    13F-HR 0002023071-25-000004 filed by Perissos Private Wealth Management, 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 0 shares
    Change vs previous 13F -40,988 shares

    13F-HR 0002023071-25-000002 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 40,988 shares
    Change vs previous 13F -959 shares

    1.35% of the 13F portfolio, value $1,805,112.

    13F-HR 0002023071-25-000001 filed by Perissos Private Wealth Management, 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 41,947 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,007,164.

    13F-HR 0002023071-24-000005 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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