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Triad Investment Management: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Investment Management on VGSH, newest first. How the timeline and the estimate are built.

Triad Investment Management held 35,708 VGSH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,708 shares
    Change vs previous 13F +192 shares

    2.72% of the 13F portfolio, value $2,055,364.

    13F-HR 0001615717-26-000007 filed by Triad Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,516 shares
    Change vs previous 13F -31,046 shares

    2.28% of the 13F portfolio, value $2,067,042.

    13F-HR 0001615717-26-000005 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 66,562 shares
    Change vs previous 13F -21,283 shares

    4.6% of the 13F portfolio, value $3,896,551.

    13F-HR/A 0001615717-26-000004 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 87,845 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $5,159,148.

    13F-HR 0001615717-26-000002 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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