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Disclosery

SURIENCE PRIVATE WEALTH LLC: VGIT position timeline

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

SURIENCE PRIVATE WEALTH LLC held 19,342 VGIT 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 19,342 shares
    Change vs previous 13F -1,401 shares

    1% of the 13F portfolio, value $1,140,791.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE WEALTH 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 20,743 shares
    Change vs previous 13F +20,743 shares

    1.33% of the 13F portfolio, value $1,235,246.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE WEALTH 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 0 shares
    Change vs previous 13F -33,803 shares

    13F-HR 0001725547-26-000029 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 33,803 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,029,194.

    13F-HR 0001725547-25-004108 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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