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Portland Financial Advisors Inc: VGK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portland Financial Advisors Inc on VGK, newest first. How the timeline and the estimate are built.

Portland Financial Advisors Inc held 10,953 VGK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,953 shares
    Change vs previous 13F +230 shares

    1.77% of the 13F portfolio, value $969,779.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors Inc
    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 10,723 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $883,897.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors Inc
    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 10,723 shares
    Change vs previous 13F -130 shares

    1.91% of the 13F portfolio, value $896,550.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors Inc
    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 10,853 shares
    Change vs previous 13F +60 shares

    1.85% of the 13F portfolio, value $866,069.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors Inc
    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 10,793 shares
    Change vs previous 13F +1,012 shares

    2.01% of the 13F portfolio, value $836,458.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors Inc
    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 9,781 shares
    Change vs previous 13F -475 shares

    1.76% of the 13F portfolio, value $686,724.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors Inc
    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 10,256 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $650,948.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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