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PRESILIUM PRIVATE WEALTH, LLC: VGSH position timeline

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

PRESILIUM PRIVATE WEALTH, LLC held 1,123,054 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,123,054 shares
    Change vs previous 13F +113,594 shares

    10.03% of the 13F portfolio, value $65,361,736.

    13F-HR 0001939831-26-000003 filed by PRESILIUM PRIVATE 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 ended2026-03-31
    13F 1,009,460 shares
    Change vs previous 13F +60,308 shares

    10.42% of the 13F portfolio, value $59,093,775.

    13F-HR 0001939831-26-000002 filed by PRESILIUM PRIVATE 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 ended2025-12-31
    13F 949,152 shares
    Change vs previous 13F +54,683 shares

    10.18% of the 13F portfolio, value $55,743,681.

    13F-HR 0001939831-26-000001 filed by PRESILIUM PRIVATE 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 ended2025-09-30
    13F 894,469 shares
    Change vs previous 13F +76,660 shares

    10% of the 13F portfolio, value $52,639,480.

    13F-HR 0001939831-25-000005 filed by PRESILIUM PRIVATE 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 ended2025-06-30
    13F 817,809 shares
    Change vs previous 13F +59,098 shares

    9.84% of the 13F portfolio, value $48,070,826.

    13F-HR 0001939831-25-000003 filed by PRESILIUM PRIVATE 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 ended2025-03-31
    13F 758,711 shares
    Change vs previous 13F +57,716 shares

    9.98% of the 13F portfolio, value $44,528,775.

    13F-HR 0001939831-25-000002 filed by PRESILIUM PRIVATE 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 ended2024-12-31
    13F 700,995 shares
    Change vs previous 13F +33,250 shares

    9.38% of the 13F portfolio, value $40,783,914.

    13F-HR 0001939831-25-000001 filed by PRESILIUM PRIVATE 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 ended2024-09-30
    13F 667,745 shares
    Change vs previous 13F not available

    9.08% of the 13F portfolio, value $39,410,336.

    13F-HR 0001939831-24-000004 filed by PRESILIUM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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