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Relyea Zuckerberg Hanson LLC: VUG position timeline

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

Relyea Zuckerberg Hanson LLC held 1,495,364 VUG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,495,364 shares
    Change vs previous 13F +1,248,837 shares

    10.74% of the 13F portfolio, value $128,810,668.

    13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson 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 246,527 shares
    Change vs previous 13F +3,201 shares

    10.83% of the 13F portfolio, value $107,680,702.

    13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson 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 243,326 shares
    Change vs previous 13F -766 shares

    11.99% of the 13F portfolio, value $118,708,900.

    13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson 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 244,092 shares
    Change vs previous 13F -1,596 shares

    12.31% of the 13F portfolio, value $117,069,174.

    13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson 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 245,688 shares
    Change vs previous 13F +1,876 shares

    12.62% of the 13F portfolio, value $107,709,832.

    13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson 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 243,812 shares
    Change vs previous 13F +5,404 shares

    12.18% of the 13F portfolio, value $90,410,183.

    13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson 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 238,408 shares
    Change vs previous 13F +7,395 shares

    13.16% of the 13F portfolio, value $97,852,154.

    13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson 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 231,013 shares
    Change vs previous 13F not available

    13.5% of the 13F portfolio, value $88,692,750.

    13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
    Filed (acceptance time not in the bulk data set), ingested

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