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Disclosery

Stephens Consulting, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stephens Consulting, LLC on VUG, newest first. How the timeline and the estimate are built.

Stephens Consulting, LLC held 5,621 VUG shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,621 shares
    Change vs previous 13F -173 shares

    0.89% of the 13F portfolio, value $2,742,262.

    13F-HR 0001961632-26-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 5,794 shares
    Change vs previous 13F -226 shares

    0.96% of the 13F portfolio, value $2,778,861.

    13F-HR 0001961632-25-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 6,020 shares
    Change vs previous 13F -21 shares

    0.63% of the 13F portfolio, value $2,639,168.

    13F-HR 0001961632-25-000004 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,041 shares
    Change vs previous 13F +1,092 shares

    0.56% of the 13F portfolio, value $2,240,124.

    13F-HR 0001961632-25-000001 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 4,949 shares
    Change vs previous 13F -61 shares

    0.51% of the 13F portfolio, value $2,031,268.

    13F-HR 0001842787-25-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,010 shares
    Change vs previous 13F -7 shares

    0.49% of the 13F portfolio, value $1,923,490.

    13F-HR 0001961632-24-000006 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 5,017 shares
    Change vs previous 13F -23 shares

    0.53% of the 13F portfolio, value $1,876,409.

    13F-HR 0001961632-24-000005 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 5,040 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,734,768.

    13F-HR 0001961632-24-000002 filed by Stephens Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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