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Disclosery

Towerpoint Wealth, LLC: VUG position timeline

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

Towerpoint Wealth, LLC held 360,346 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,346 shares
    Change vs previous 13F +297,908 shares

    10.78% of the 13F portfolio, value $31,040,185.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 62,438 shares
    Change vs previous 13F -95 shares

    11.01% of the 13F portfolio, value $27,272,348.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 62,533 shares
    Change vs previous 13F -548 shares

    12.08% of the 13F portfolio, value $30,507,434.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 63,081 shares
    Change vs previous 13F -1,294 shares

    12.38% of the 13F portfolio, value $30,254,306.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 64,375 shares
    Change vs previous 13F +1,090 shares

    12.51% of the 13F portfolio, value $28,221,942.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 63,285 shares
    Change vs previous 13F -4,021 shares

    11.63% of the 13F portfolio, value $23,467,495.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 67,306 shares
    Change vs previous 13F +646 shares

    13.53% of the 13F portfolio, value $27,625,158.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 66,660 shares
    Change vs previous 13F not available

    12.13% of the 13F portfolio, value $25,592,601.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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