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Tilson Financial Group, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tilson Financial Group, Inc. on VUG, newest first. How the timeline and the estimate are built.

Tilson Financial Group, Inc. held 457,942 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 457,942 shares
    Change vs previous 13F +385,533 shares

    10.85% of the 13F portfolio, value $39,447,139.

    13F-HR 0001964820-26-000004 filed by Tilson Financial Group, 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 72,409 shares
    Change vs previous 13F +2,784 shares

    9.49% of the 13F portfolio, value $31,627,519.

    13F-HR 0001964820-26-000003 filed by Tilson Financial Group, 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 69,625 shares
    Change vs previous 13F +614 shares

    10.45% of the 13F portfolio, value $33,967,292.

    13F-HR 0001964820-26-000001 filed by Tilson Financial Group, 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 69,011 shares
    Change vs previous 13F -3,921 shares

    10.88% of the 13F portfolio, value $33,098,467.

    13F-HR 0001964820-25-000007 filed by Tilson Financial Group, 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 72,932 shares
    Change vs previous 13F +2,299 shares

    12.06% of the 13F portfolio, value $31,973,000.

    13F-HR 0001964820-25-000005 filed by Tilson Financial Group, 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 70,633 shares
    Change vs previous 13F +9,483 shares

    10.36% of the 13F portfolio, value $26,192,000.

    13F-HR 0001964820-25-000004 filed by Tilson Financial Group, 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 61,150 shares
    Change vs previous 13F +4,181 shares

    10.24% of the 13F portfolio, value $25,104,000.

    13F-HR 0001964820-25-000001 filed by Tilson Financial Group, 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 56,969 shares
    Change vs previous 13F not available

    9.48% of the 13F portfolio, value $21,872,000.

    13F-HR/A 0001964820-24-000006 filed by Tilson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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