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Tower View Wealth Management LLC: VUG position timeline

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

Tower View Wealth Management LLC held 107,710 VUG 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 107,710 shares
    Change vs previous 13F +89,872 shares

    4.08% of the 13F portfolio, value $9,278,155.

    13F-HR 0001729045-26-000003 filed by Tower View 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 17,838 shares
    Change vs previous 13F +146 shares

    4% of the 13F portfolio, value $7,791,246.

    13F-HR 0001729045-26-000002 filed by Tower View 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 17,692 shares
    Change vs previous 13F +1,684 shares

    4.27% of the 13F portfolio, value $8,631,384.

    13F-HR 0001729045-26-000001 filed by Tower View 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 16,008 shares
    Change vs previous 13F +258 shares

    3.97% of the 13F portfolio, value $7,677,794.

    13F-HR 0001729045-25-000008 filed by Tower View 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 15,750 shares
    Change vs previous 13F -2,157 shares

    3.58% of the 13F portfolio, value $6,904,762.

    13F-HR 0001729045-25-000006 filed by Tower View 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 17,907 shares
    Change vs previous 13F +2,063 shares

    3.87% of the 13F portfolio, value $6,640,353.

    13F-HR 0001729045-25-000005 filed by Tower View 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 15,844 shares
    Change vs previous 13F +939 shares

    3.44% of the 13F portfolio, value $6,503,065.

    13F-HR 0001729045-25-000001 filed by Tower View 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 14,905 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $5,722,496.

    13F-HR 0001729045-24-000005 filed by Tower View Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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