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Disclosery

VANCE WEALTH, LLC: VEU position timeline

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

VANCE WEALTH, LLC held 5,054 VEU 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 5,054 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $423,273.

    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 5,054 shares
    Change vs previous 13F -524 shares

    0.11% of the 13F portfolio, value $379,555.

    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 5,578 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $410,318.

    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 5,578 shares
    Change vs previous 13F -403 shares

    0.12% of the 13F portfolio, value $398,102.

    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 5,981 shares
    Change vs previous 13F -394 shares

    0.14% of the 13F portfolio, value $402,043.

    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 6,375 shares
    Change vs previous 13F +180 shares

    0.15% of the 13F portfolio, value $386,708.

    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 6,195 shares
    Change vs previous 13F +345 shares

    0.14% of the 13F portfolio, value $355,655.

    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 5,850 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $368,550.

    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).