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Stephenson & Company, Inc.: VWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stephenson & Company, Inc. on VWO, newest first. How the timeline and the estimate are built.

Stephenson & Company, Inc. held 125,603 VWO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,603 shares
    Change vs previous 13F +6,268 shares

    3.51% of the 13F portfolio, value $7,497,237.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, 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 119,335 shares
    Change vs previous 13F +2,134 shares

    3.5% of the 13F portfolio, value $6,450,050.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, 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 117,201 shares
    Change vs previous 13F +3,222 shares

    3.46% of the 13F portfolio, value $6,300,719.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, 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 113,979 shares
    Change vs previous 13F +1,639 shares

    3.55% of the 13F portfolio, value $6,175,356.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, 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 112,340 shares
    Change vs previous 13F +3,298 shares

    3.38% of the 13F portfolio, value $5,556,349.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, 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 109,042 shares
    Change vs previous 13F +1,901 shares

    3.21% of the 13F portfolio, value $4,935,220.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, Inc.
    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 107,141 shares
    Change vs previous 13F +7,515 shares

    3.18% of the 13F portfolio, value $4,718,504.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 99,626 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $4,767,122.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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