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Taylor & Morgan Wealth Management, LLC: VEA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor & Morgan Wealth Management, LLC on VEA, newest first. How the timeline and the estimate are built.

Taylor & Morgan Wealth Management, LLC held 18,386 VEA 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 18,386 shares
    Change vs previous 13F -65 shares

    0.62% of the 13F portfolio, value $1,298,203.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,451 shares
    Change vs previous 13F -681 shares

    0.65% of the 13F portfolio, value $1,314,638.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, 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 19,132 shares
    Change vs previous 13F -476 shares

    0.7% of the 13F portfolio, value $1,225,987.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, 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 19,608 shares
    Change vs previous 13F -218 shares

    0.69% of the 13F portfolio, value $1,224,928.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, 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 19,826 shares
    Change vs previous 13F +281 shares

    0.73% of the 13F portfolio, value $1,187,999.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, 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 19,545 shares
    Change vs previous 13F -372 shares

    0.75% of the 13F portfolio, value $1,114,279.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, 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 19,917 shares
    Change vs previous 13F +440 shares

    0.76% of the 13F portfolio, value $1,012,365.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, 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 19,477 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $931,410.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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