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Disclosery

VANCE WEALTH, LLC: IEMG position timeline

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

VANCE WEALTH, LLC held 66,528 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,528 shares
    Change vs previous 13F -1,652 shares

    1.24% of the 13F portfolio, value $5,511,180.

    13F-HR 0001951757-26-001264 filed by VANCE 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 68,180 shares
    Change vs previous 13F -2,011 shares

    1.37% of the 13F portfolio, value $4,755,555.

    13F-HR 0001951757-26-000879 filed by VANCE 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/A 70,191 shares
    Change vs previous 13F -1,238 shares

    1.4% of the 13F portfolio, value $4,718,239.

    13F-HR/A 0001951757-26-000476 filed by VANCE 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 71,429 shares
    Change vs previous 13F -1,846 shares

    1.45% of the 13F portfolio, value $4,708,599.

    13F-HR 0001951757-25-001441 filed by VANCE 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 73,275 shares
    Change vs previous 13F -1,821 shares

    1.48% of the 13F portfolio, value $4,398,696.

    13F-HR 0001951757-25-001086 filed by VANCE 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 75,096 shares
    Change vs previous 13F -3,619 shares

    1.52% of the 13F portfolio, value $4,052,929.

    13F-HR 0001951757-25-000555 filed by VANCE 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 78,715 shares
    Change vs previous 13F -1,444 shares

    1.59% of the 13F portfolio, value $4,110,497.

    13F-HR 0001951757-25-000262 filed by VANCE 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 80,159 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $4,601,928.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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