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PRESILIUM PRIVATE WEALTH, LLC: VUG position timeline

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

PRESILIUM PRIVATE WEALTH, LLC held 941,433 VUG 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 941,433 shares
    Change vs previous 13F +780,582 shares

    12.45% of the 13F portfolio, value $81,095,054.

    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 160,851 shares
    Change vs previous 13F +17,450 shares

    12.39% of the 13F portfolio, value $70,258,203.

    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 143,401 shares
    Change vs previous 13F +563 shares

    12.78% of the 13F portfolio, value $69,959,716.

    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 142,838 shares
    Change vs previous 13F -2,972 shares

    13.01% of the 13F portfolio, value $68,506,634.

    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 145,810 shares
    Change vs previous 13F -2,595 shares

    13.08% of the 13F portfolio, value $63,922,979.

    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 148,405 shares
    Change vs previous 13F +18,122 shares

    12.33% of the 13F portfolio, value $55,031,395.

    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 130,283 shares
    Change vs previous 13F -807 shares

    12.3% of the 13F portfolio, value $53,473,192.

    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 131,090 shares
    Change vs previous 13F not available

    11.59% of the 13F portfolio, value $50,329,232.

    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).