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Topel & Distasi Wealth Management, LLC: VWO position timeline

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

Topel & Distasi Wealth Management, LLC held 42,004 VWO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,004 shares
    Change vs previous 13F -1,429 shares

    1.21% of the 13F portfolio, value $2,507,219.

    13F-HR 0001880087-26-000004 filed by Topel & Distasi Wealth Management, 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 43,433 shares
    Change vs previous 13F +1,430 shares

    1.21% of the 13F portfolio, value $2,347,554.

    13F-HR 0001880087-26-000003 filed by Topel & Distasi 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 ended2025-12-31
    13F 42,003 shares
    Change vs previous 13F -936 shares

    1.1% of the 13F portfolio, value $2,258,081.

    13F-HR 0001880087-26-000002 filed by Topel & Distasi 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 ended2025-09-30
    13F 42,939 shares
    Change vs previous 13F +2,393 shares

    1.15% of the 13F portfolio, value $2,326,435.

    13F-HR 0001880087-25-000007 filed by Topel & Distasi 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 ended2025-06-30
    13F 40,546 shares
    Change vs previous 13F -484 shares

    1.05% of the 13F portfolio, value $2,005,405.

    13F-HR 0001880087-25-000004 filed by Topel & Distasi 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 ended2025-03-31
    13F 41,030 shares
    Change vs previous 13F -8,039 shares

    0.87% of the 13F portfolio, value $1,857,018.

    13F-HR 0001880087-25-000003 filed by Topel & Distasi 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 ended2024-12-31
    13F 49,069 shares
    Change vs previous 13F -363 shares

    0.93% of the 13F portfolio, value $2,160,999.

    13F-HR 0001880087-25-000002 filed by Topel & Distasi 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 ended2024-09-30
    13F 49,432 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,365,321.

    13F-HR 0001880087-24-000001 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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