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Rise Advisors, LLC: VUG position timeline

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

Rise Advisors, LLC held 609,959 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 609,959 shares
    Change vs previous 13F +505,231 shares

    14.79% of the 13F portfolio, value $52,541,853.

    13F-HR 0001831316-26-000004 filed by Rise Advisors, 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 104,728 shares
    Change vs previous 13F +3,340 shares

    16.3% of the 13F portfolio, value $46,243,625.

    13F-HR 0001831316-26-000003 filed by Rise Advisors, 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 101,388 shares
    Change vs previous 13F +9,789 shares

    17.64% of the 13F portfolio, value $49,463,211.

    13F-HR 0001831316-26-000001 filed by Rise Advisors, 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 91,599 shares
    Change vs previous 13F +5,293 shares

    15.76% of the 13F portfolio, value $43,931,727.

    13F-HR 0001831316-25-000007 filed by Rise Advisors, 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 86,306 shares
    Change vs previous 13F +3,450 shares

    15.02% of the 13F portfolio, value $37,836,578.

    13F-HR 0001831316-25-000006 filed by Rise Advisors, 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 82,856 shares
    Change vs previous 13F +12,947 shares

    13.58% of the 13F portfolio, value $30,724,801.

    13F-HR 0001831316-25-000005 filed by Rise Advisors, 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 69,909 shares
    Change vs previous 13F +2,570 shares

    13.8% of the 13F portfolio, value $28,693,331.

    13F-HR 0001831316-25-000001 filed by Rise Advisors, 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 67,339 shares
    Change vs previous 13F not available

    12.39% of the 13F portfolio, value $25,853,580.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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