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Disclosery

Portland Financial Advisors Inc: VWO position timeline

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

Portland Financial Advisors Inc held 10,094 VWO 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 10,094 shares
    Change vs previous 13F +550 shares

    1.1% of the 13F portfolio, value $602,511.

    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 9,544 shares
    Change vs previous 13F +95 shares

    1.07% of the 13F portfolio, value $515,853.

    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 9,449 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $507,978.

    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 9,449 shares
    Change vs previous 13F +50 shares

    1.09% of the 13F portfolio, value $511,947.

    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 9,399 shares
    Change vs previous 13F +105 shares

    1.12% of the 13F portfolio, value $464,875.

    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 9,294 shares
    Change vs previous 13F +1,930 shares

    1.08% of the 13F portfolio, value $420,646.

    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 7,364 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $324,311.

    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).