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Safir Wealth Advisors, LLC: VGSH position timeline

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

Safir Wealth Advisors, LLC held 98,526 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,526 shares
    Change vs previous 13F -8,805 shares

    3.73% of the 13F portfolio, value $5,734,197.

    13F-HR 0001951757-26-000966 filed by Safir Wealth 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 107,331 shares
    Change vs previous 13F -135 shares

    4.54% of the 13F portfolio, value $6,283,140.

    13F-HR 0001951757-26-000554 filed by Safir Wealth 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 107,466 shares
    Change vs previous 13F -3,125 shares

    4.43% of the 13F portfolio, value $6,311,462.

    13F-HR 0001951757-26-000011 filed by Safir Wealth 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 110,591 shares
    Change vs previous 13F -12,427 shares

    4.6% of the 13F portfolio, value $6,508,264.

    13F-HR 0001951757-25-001214 filed by Safir Wealth 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 123,018 shares
    Change vs previous 13F -4,480 shares

    5.31% of the 13F portfolio, value $7,230,982.

    13F-HR 0001951757-25-000908 filed by Safir Wealth 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 127,498 shares
    Change vs previous 13F +4,485 shares

    5.94% of the 13F portfolio, value $7,482,841.

    13F-HR 0001951757-25-000313 filed by Safir Wealth 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 123,013 shares
    Change vs previous 13F -23,450 shares

    5.52% of the 13F portfolio, value $7,156,880.

    13F-HR 0001951757-25-000045 filed by Safir Wealth 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 146,463 shares
    Change vs previous 13F not available

    6.65% of the 13F portfolio, value $8,644,230.

    13F-HR 0001951757-24-000994 filed by Safir Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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