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RICHARDSON FINANCIAL SERVICES INC.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDSON FINANCIAL SERVICES INC. on VUG, newest first. How the timeline and the estimate are built.

RICHARDSON FINANCIAL SERVICES INC. held 83,175 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,175 shares
    Change vs previous 13F +69,282 shares

    4.06% of the 13F portfolio, value $7,164,711.

    13F-HR 0002012303-26-000003 filed by RICHARDSON FINANCIAL SERVICES 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 13,893 shares
    Change vs previous 13F +42 shares

    3.8% of the 13F portfolio, value $6,068,413.

    13F-HR 0002012303-26-000002 filed by RICHARDSON FINANCIAL SERVICES 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 13,851 shares
    Change vs previous 13F -398 shares

    1.75% of the 13F portfolio, value $5,400,261.

    13F-HR 0002012303-26-000001 filed by RICHARDSON FINANCIAL SERVICES 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 14,249 shares
    Change vs previous 13F -234 shares

    4.24% of the 13F portfolio, value $6,834,055.

    13F-HR 0002012303-25-000009 filed by RICHARDSON FINANCIAL SERVICES 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 14,483 shares
    Change vs previous 13F +4,692 shares

    4.24% of the 13F portfolio, value $6,306,127.

    13F-HR 0002012303-25-000003 filed by RICHARDSON FINANCIAL SERVICES 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 9,791 shares
    Change vs previous 13F -5,193 shares

    2.76% of the 13F portfolio, value $3,630,772.

    13F-HR 0002012303-25-000002 filed by RICHARDSON FINANCIAL SERVICES 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 14,984 shares
    Change vs previous 13F -5,189 shares

    4.35% of the 13F portfolio, value $6,187,647.

    13F-HR 0002012303-25-000001 filed by RICHARDSON FINANCIAL SERVICES 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 20,173 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $7,594,275.

    13F-HR 0002012303-24-000006 filed by RICHARDSON FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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