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STUART INVESTMENT ADVISORS, INC.: VEU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STUART INVESTMENT ADVISORS, INC. on VEU, newest first. How the timeline and the estimate are built.

STUART INVESTMENT ADVISORS, INC. held 5,997 VEU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,997 shares
    Change vs previous 13F +27 shares

    0.2% of the 13F portfolio, value $502,250.

    13F-HR 0001951757-26-001094 filed by STUART INVESTMENT ADVISORS, 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 5,970 shares
    Change vs previous 13F +9 shares

    0.2% of the 13F portfolio, value $448,311.

    13F-HR 0001951757-26-000673 filed by STUART INVESTMENT ADVISORS, 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 5,961 shares
    Change vs previous 13F +101 shares

    0.4% of the 13F portfolio, value $438,457.

    13F-HR 0001951757-26-000458 filed by STUART INVESTMENT ADVISORS, 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 5,860 shares
    Change vs previous 13F +29 shares

    0.39% of the 13F portfolio, value $418,204.

    13F-HR 0001951757-25-001239 filed by STUART INVESTMENT ADVISORS, 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 5,831 shares
    Change vs previous 13F +42 shares

    0.2% of the 13F portfolio, value $391,942.

    13F-HR 0001951757-25-000953 filed by STUART INVESTMENT ADVISORS, 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 5,789 shares
    Change vs previous 13F +18 shares

    0.2% of the 13F portfolio, value $351,147.

    13F-HR 0001951757-25-000432 filed by STUART INVESTMENT ADVISORS, 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 5,771 shares
    Change vs previous 13F +93 shares

    0.18% of the 13F portfolio, value $331,314.

    13F-HR 0001951757-25-000220 filed by STUART INVESTMENT ADVISORS, 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/A 5,678 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $357,726.

    13F-HR/A 0001951757-24-001084 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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