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Disclosery

Rockport Wealth LLC: VUG position timeline

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

Rockport Wealth LLC held 0 VUG shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -769 shares

    13F-HR 0002085853-26-000209 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 769 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $368,874.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 769 shares
    Change vs previous 13F +769 shares

    0.08% of the 13F portfolio, value $337,167.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -852 shares

    13F-HR 0002022866-25-000002 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 852 shares
    Change vs previous 13F +106 shares

    0.14% of the 13F portfolio, value $326,106.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 746 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $286,412.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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