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Successful Portfolios LLC: VXF position timeline

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

Successful Portfolios LLC held 8,396 VXF 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 8,396 shares
    Change vs previous 13F +336 shares

    0.92% of the 13F portfolio, value $1,990,638.

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

  2. period ended2026-06-30
    13F 8,060 shares
    Change vs previous 13F +86 shares

    0.91% of the 13F portfolio, value $1,948,396.

    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 7,974 shares
    Change vs previous 13F +928 shares

    0.9% of the 13F portfolio, value $1,628,093.

    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 7,046 shares
    Change vs previous 13F +497 shares

    0.79% of the 13F portfolio, value $1,541,248.

    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 6,549 shares
    Change vs previous 13F +481 shares

    0.8% of the 13F portfolio, value $1,370,958.

    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 6,068 shares
    Change vs previous 13F +430 shares

    0.72% of the 13F portfolio, value $1,169,442.

    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 5,638 shares
    Change vs previous 13F +225 shares

    0.66% of the 13F portfolio, value $971,252.

    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 5,413 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,028,408.

    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).