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TriaGen Wealth Management LLC: VUSB position timeline

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

TriaGen Wealth Management LLC held 23,015 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,015 shares
    Change vs previous 13F -855 shares

    0.29% of the 13F portfolio, value $1,145,687.

    13F-HR 0001172661-26-002712 filed by TriaGen 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 23,870 shares
    Change vs previous 13F -1,616 shares

    0.32% of the 13F portfolio, value $1,188,368.

    13F-HR 0001172661-26-001565 filed by TriaGen 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 25,486 shares
    Change vs previous 13F -191 shares

    0.33% of the 13F portfolio, value $1,270,222.

    13F-HR 0001172661-26-000326 filed by TriaGen 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 25,677 shares
    Change vs previous 13F -3,683 shares

    0.33% of the 13F portfolio, value $1,283,722.

    13F-HR 0001172661-25-004361 filed by TriaGen 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 29,360 shares
    Change vs previous 13F +9,544 shares

    0.44% of the 13F portfolio, value $1,464,036.

    13F-HR 0001172661-25-002685 filed by TriaGen 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 19,816 shares
    Change vs previous 13F -1,557 shares

    0.35% of the 13F portfolio, value $987,927.

    13F-HR 0001172661-25-001775 filed by TriaGen 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 21,373 shares
    Change vs previous 13F -172 shares

    0.36% of the 13F portfolio, value $1,060,528.

    13F-HR 0001172661-25-000336 filed by TriaGen 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 21,545 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,075,957.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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