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STONE LOFT WEALTH MANAGEMENT LLC: VUG position timeline

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

STONE LOFT WEALTH MANAGEMENT LLC held 36,683 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,683 shares
    Change vs previous 13F +30,575 shares

    1.83% of the 13F portfolio, value $3,219,297.

    13F-HR 0001951757-26-001066 filed by STONE LOFT WEALTH MANAGEMENT LLC
    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 6,108 shares
    Change vs previous 13F +1,179 shares

    1.91% of the 13F portfolio, value $2,667,768.

    13F-HR 0001951757-26-000802 filed by STONE LOFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,929 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $2,404,651.

    13F-HR 0001951757-26-000890 filed by STONE LOFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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