Skip to content
Disclosery

VANCE WEALTH, LLC: NEAR position timeline

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

VANCE WEALTH, LLC held 6,139 NEAR 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 6,139 shares
    Change vs previous 13F +218 shares

    0.07% of the 13F portfolio, value $310,979.

    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 5,921 shares
    Change vs previous 13F +23 shares

    0.09% of the 13F portfolio, value $300,994.

    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 5,898 shares
    Change vs previous 13F +117 shares

    0.09% of the 13F portfolio, value $301,388.

    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 5,781 shares
    Change vs previous 13F +90 shares

    0.09% of the 13F portfolio, value $296,450.

    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 5,691 shares
    Change vs previous 13F -1,123 shares

    0.1% of the 13F portfolio, value $290,810.

    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 6,814 shares
    Change vs previous 13F +2,075 shares

    0.13% of the 13F portfolio, value $346,628.

    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 4,739 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $239,320.

    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 4,724 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $242,058.

    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).