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Retirement Investment Advisors, Inc.: VUG position timeline

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

Retirement Investment Advisors, Inc. held 3,327,139 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,327,139 shares
    Change vs previous 13F +2,800,246 shares

    20.44% of the 13F portfolio, value $286,633,023.

    13F-HR 0001957886-26-000007 filed by Retirement Investment 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 526,893 shares
    Change vs previous 13F +32 shares

    20.69% of the 13F portfolio, value $257,048,385.

    13F-HR 0001957886-26-000006 filed by Retirement Investment 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 526,861 shares
    Change vs previous 13F -1,669 shares

    20.71% of the 13F portfolio, value $257,034,407.

    13F-HR 0001957886-26-000005 filed by Retirement Investment 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 528,530 shares
    Change vs previous 13F -1,403 shares

    21.07% of the 13F portfolio, value $253,488,273.

    13F-HR 0001957886-25-000007 filed by Retirement Investment 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 529,933 shares
    Change vs previous 13F +25,596 shares

    20.9% of the 13F portfolio, value $232,322,627.

    13F-HR 0001957886-25-000004 filed by Retirement Investment 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 504,337 shares
    Change vs previous 13F +6,171 shares

    18.93% of the 13F portfolio, value $187,018,246.

    13F-HR 0001957886-25-000003 filed by Retirement Investment 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 498,166 shares
    Change vs previous 13F +4,816 shares

    21.56% of the 13F portfolio, value $204,467,253.

    13F-HR 0001957886-25-000001 filed by Retirement Investment Advisors, Inc.
    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 493,350 shares
    Change vs previous 13F not available

    20.69% of the 13F portfolio, value $189,411,866.

    13F-HR 0001957886-24-000007 filed by Retirement Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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