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SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. on VUG, newest first. How the timeline and the estimate are built.

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. held 55,307 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,307 shares
    Change vs previous 13F +49,657 shares

    3.41% of the 13F portfolio, value $4,764,142.

    13F-HR 0002065074-26-000003 filed by SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
    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 5,650 shares
    Change vs previous 13F -95 shares

    1.77% of the 13F portfolio, value $2,467,990.

    13F-HR 0002065074-26-000002 filed by SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
    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 5,745 shares
    Change vs previous 13F +100 shares

    1.86% of the 13F portfolio, value $2,796,680.

    13F-HR 0002065074-26-000001 filed by SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
    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 5,645 shares
    Change vs previous 13F -115 shares

    1.9% of the 13F portfolio, value $2,715,193.

    13F-HR 0002065074-25-000001 filed by SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
    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 5,760 shares
    Change vs previous 13F -2,542 shares

    1.74% of the 13F portfolio, value $2,624,990.

    13F-HR 0001085146-25-004842 filed by SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
    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 8,302 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $3,078,620.

    13F-HR 0001085146-25-002544 filed by SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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