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Disclosery

Shira Ridge Wealth Management: VUG position timeline

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

Shira Ridge Wealth Management held 9,829 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,829 shares
    Change vs previous 13F -36 shares

    0.31% of the 13F portfolio, value $885,691.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,865 shares
    Change vs previous 13F +8,208 shares

    0.3% of the 13F portfolio, value $849,771.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    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 1,657 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $723,761.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    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 1,656 shares
    Change vs previous 13F -6 shares

    0.32% of the 13F portfolio, value $807,896.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    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 1,662 shares
    Change vs previous 13F -11 shares

    0.34% of the 13F portfolio, value $797,112.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    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 1,673 shares
    Change vs previous 13F -11 shares

    0.34% of the 13F portfolio, value $733,443.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    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 1,684 shares
    Change vs previous 13F -36 shares

    0.31% of the 13F portfolio, value $624,461.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    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 1,720 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $705,957.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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