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Trace Wealth Advisors, LLC: VEA position timeline

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

Trace Wealth Advisors, LLC held 183,718 VEA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,718 shares
    Change vs previous 13F +6,760 shares

    8.57% of the 13F portfolio, value $13,089,903.

    13F-HR 0001172661-26-002857 filed by Trace Wealth Advisors, 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 176,958 shares
    Change vs previous 13F -9,064 shares

    8.5% of the 13F portfolio, value $11,339,465.

    13F-HR 0001172661-26-001853 filed by Trace Wealth Advisors, 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 186,022 shares
    Change vs previous 13F +1,060 shares

    8.4% of the 13F portfolio, value $11,620,790.

    13F-HR 0001172661-26-000702 filed by Trace Wealth Advisors, 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 184,962 shares
    Change vs previous 13F +210 shares

    8.28% of the 13F portfolio, value $11,082,919.

    13F-HR 0001172661-25-004589 filed by Trace Wealth Advisors, 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 184,752 shares
    Change vs previous 13F +2,495 shares

    8.6% of the 13F portfolio, value $10,532,708.

    13F-HR 0001172661-25-003538 filed by Trace Wealth Advisors, 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 182,257 shares
    Change vs previous 13F +5,930 shares

    8.26% of the 13F portfolio, value $9,264,120.

    13F-HR 0001172661-25-002188 filed by Trace Wealth Advisors, 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 176,327 shares
    Change vs previous 13F not available

    7.56% of the 13F portfolio, value $8,431,954.

    13F-HR 0001172661-25-001111 filed by Trace Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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