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Disclosery

Refined Wealth Management: VSGX position timeline

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

Refined Wealth Management held 8,422 VSGX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,422 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $693,467.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 8,422 shares
    Change vs previous 13F -230,251 shares

    0.38% of the 13F portfolio, value $604,110.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 238,673 shares
    Change vs previous 13F -2,138 shares

    11.51% of the 13F portfolio, value $17,093,754.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 240,811 shares
    Change vs previous 13F -2,614 shares

    10.73% of the 13F portfolio, value $16,705,066.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 243,425 shares
    Change vs previous 13F +1,772 shares

    10.96% of the 13F portfolio, value $15,944,349.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 241,653 shares
    Change vs previous 13F -34,991 shares

    11.66% of the 13F portfolio, value $14,252,687.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    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 276,644 shares
    Change vs previous 13F -2,300 shares

    11.94% of the 13F portfolio, value $15,685,711.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    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 278,944 shares
    Change vs previous 13F not available

    13.23% of the 13F portfolio, value $17,157,836.

    13F-HR 0001724729-24-000006 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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