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Stegner Investment Associates Inc.: VONG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegner Investment Associates Inc. on VONG, newest first. How the timeline and the estimate are built.

Stegner Investment Associates Inc. held 49,585 VONG shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,585 shares
    Change vs previous 13F +3,938 shares

    2.98% of the 13F portfolio, value $6,392,949.

    13F-HR 0001907433-26-000005 filed by Stegner Investment Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,647 shares
    Change vs previous 13F +6 shares

    2.77% of the 13F portfolio, value $5,834,163.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    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 45,641 shares
    Change vs previous 13F +7 shares

    2.74% of the 13F portfolio, value $5,006,347.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,634 shares
    Change vs previous 13F +5 shares

    2.95% of the 13F portfolio, value $5,556,000.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 45,629 shares
    Change vs previous 13F +6 shares

    3.01% of the 13F portfolio, value $5,498,295.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 45,623 shares
    Change vs previous 13F +6 shares

    3.05% of the 13F portfolio, value $4,982,050.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates Inc.
    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 45,617 shares
    Change vs previous 13F +7 shares

    2.96% of the 13F portfolio, value $4,232,801.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates Inc.
    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 45,610 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $4,711,516.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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