Skip to content
Disclosery

Strata Wealth Advisors, LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strata Wealth Advisors, LLC on VGSH, newest first. How the timeline and the estimate are built.

Strata Wealth Advisors, LLC held 865,062 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 865,062 shares
    Change vs previous 13F +22,668 shares

    12.28% of the 13F portfolio, value $50,346,633.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 842,394 shares
    Change vs previous 13F -62,954 shares

    13.52% of the 13F portfolio, value $49,313,750.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, 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 905,348 shares
    Change vs previous 13F +16,418 shares

    14.79% of the 13F portfolio, value $53,171,063.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 888,930 shares
    Change vs previous 13F -55,969 shares

    13.81% of the 13F portfolio, value $52,313,531.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, LLC
    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 944,899 shares
    Change vs previous 13F +8,870 shares

    15.3% of the 13F portfolio, value $55,541,168.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, LLC
    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 936,029 shares
    Change vs previous 13F +47,982 shares

    17.08% of the 13F portfolio, value $54,935,519.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 888,047 shares
    Change vs previous 13F +29,511 shares

    16.22% of the 13F portfolio, value $51,666,565.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 858,536 shares
    Change vs previous 13F not available

    16.29% of the 13F portfolio, value $50,670,820.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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