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Disclosery

TL Private Wealth: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TL Private Wealth on VUG, newest first. How the timeline and the estimate are built.

TL Private Wealth held 620,337 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 620,337 shares
    Change vs previous 13F +514,123 shares

    19.54% of the 13F portfolio, value $53,274,531.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 106,214 shares
    Change vs previous 13F -2,468 shares

    19.33% of the 13F portfolio, value $48,978,464.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 108,682 shares
    Change vs previous 13F -1,530 shares

    20.54% of the 13F portfolio, value $53,365,881.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 110,212 shares
    Change vs previous 13F -13,575 shares

    21.2% of the 13F portfolio, value $52,860,915.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 123,787 shares
    Change vs previous 13F +2,032 shares

    22.55% of the 13F portfolio, value $54,306,712.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 121,755 shares
    Change vs previous 13F +6,893 shares

    19.88% of the 13F portfolio, value $40,117,202.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 114,862 shares
    Change vs previous 13F -5,679 shares

    21.28% of the 13F portfolio, value $47,525,482.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 120,541 shares
    Change vs previous 13F not available

    20.45% of the 13F portfolio, value $45,685,080.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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