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Disclosery

Roth Financial Partners LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roth Financial Partners LLC on VGSH, newest first. How the timeline and the estimate are built.

Roth Financial Partners LLC held 15,080 VGSH shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,080 shares
    Change vs previous 13F +4,960 shares

    0.26% of the 13F portfolio, value $868,005.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,120 shares
    Change vs previous 13F +2,745 shares

    0.18% of the 13F portfolio, value $588,984.

    13F-HR 0001840888-26-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,375 shares
    Change vs previous 13F -9,876 shares

    0.15% of the 13F portfolio, value $431,733.

    13F-HR 0001840888-26-000002 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,251 shares
    Change vs previous 13F +3,625 shares

    0.33% of the 13F portfolio, value $1,013,151.

    13F-HR 0001840888-26-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,626 shares
    Change vs previous 13F -855 shares

    0.27% of the 13F portfolio, value $801,890.

    13F-HR 0001840888-25-000010 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,481 shares
    Change vs previous 13F +225 shares

    0.31% of the 13F portfolio, value $851,193.

    13F-HR 0001840888-25-000004 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,256 shares
    Change vs previous 13F +1,330 shares

    0.33% of the 13F portfolio, value $836,685.

    13F-HR 0001840888-25-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,926 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $752,035.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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