Skip to content
Disclosery

Rolek Wealth Management LLC: VUG position timeline

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

Rolek Wealth Management LLC held 96,226 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,226 shares
    Change vs previous 13F +75,071 shares

    4.64% of the 13F portfolio, value $8,288,872.

    13F-HR 0001951757-26-001010 filed by Rolek Wealth Management 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 21,155 shares
    Change vs previous 13F -98,340 shares

    6.63% of the 13F portfolio, value $9,240,134.

    13F-HR 0001951757-26-000692 filed by Rolek Wealth Management 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 119,495 shares
    Change vs previous 13F +1,891 shares

    39.97% of the 13F portfolio, value $58,296,598.

    13F-HR 0001951757-26-000306 filed by Rolek Wealth Management 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 117,604 shares
    Change vs previous 13F +748 shares

    42.35% of the 13F portfolio, value $56,404,008.

    13F-HR 0001951757-25-001226 filed by Rolek Wealth Management 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 116,856 shares
    Change vs previous 13F -1,982 shares

    44.31% of the 13F portfolio, value $51,229,721.

    13F-HR 0001951757-25-000890 filed by Rolek Wealth Management 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 118,838 shares
    Change vs previous 13F +7,115 shares

    44.56% of the 13F portfolio, value $43,050,232.

    13F-HR 0001951757-25-000385 filed by Rolek Wealth Management 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 111,723 shares
    Change vs previous 13F not available

    35.94% of the 13F portfolio, value $45,855,752.

    13F-HR 0001951757-25-000074 filed by Rolek Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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