TrustWell Financial Advisors, LLC: VEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrustWell Financial Advisors, LLC on VEU, newest first. How the timeline and the estimate are built.
TrustWell Financial Advisors, LLC held 9,861 VEU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 9,861 sharesChange vs previous 13F +230 shares
0.7% of the 13F portfolio, value $825,859.
13F-HR 0002133429-26-000004 filed by TrustWell Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,631 sharesChange vs previous 13F +192 shares
0.68% of the 13F portfolio, value $723,288.
13F-HR 0002133429-26-000002 filed by TrustWell Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,439 sharesChange vs previous 13F not available
0.67% of the 13F portfolio, value $694,333.
13F-HR 0002133429-26-000001 filed by TrustWell Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).