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Successful Portfolios LLC: VGSH position timeline

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

Successful Portfolios LLC held 50,771 VGSH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,771 shares
    Change vs previous 13F -892 shares

    1.35% of the 13F portfolio, value $2,917,280.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,663 shares
    Change vs previous 13F +807 shares

    1.4% of the 13F portfolio, value $2,998,773.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 50,856 shares
    Change vs previous 13F -831 shares

    1.64% of the 13F portfolio, value $2,976,449.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 51,687 shares
    Change vs previous 13F +1,130 shares

    1.55% of the 13F portfolio, value $3,036,076.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 50,557 shares
    Change vs previous 13F +54 shares

    1.74% of the 13F portfolio, value $2,975,297.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 50,503 shares
    Change vs previous 13F +2,004 shares

    1.82% of the 13F portfolio, value $2,968,573.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 48,499 shares
    Change vs previous 13F +568 shares

    1.94% of the 13F portfolio, value $2,846,397.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 47,931 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,788,631.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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