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Disclosery

VANCE WEALTH, LLC: VONG position timeline

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

VANCE WEALTH, LLC held 129,574 VONG 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 129,574 shares
    Change vs previous 13F +3,284 shares

    3.73% of the 13F portfolio, value $16,560,895.

    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 126,290 shares
    Change vs previous 13F +10,248 shares

    4% of the 13F portfolio, value $13,852,761.

    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 116,042 shares
    Change vs previous 13F +3,395 shares

    4.2% of the 13F portfolio, value $14,128,170.

    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 112,647 shares
    Change vs previous 13F -3,170 shares

    4.17% of the 13F portfolio, value $13,573,950.

    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 115,817 shares
    Change vs previous 13F -14,136 shares

    4.27% of the 13F portfolio, value $12,647,204.

    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 129,953 shares
    Change vs previous 13F +7,097 shares

    4.53% of the 13F portfolio, value $12,058,325.

    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 122,856 shares
    Change vs previous 13F -5,196 shares

    4.9% of the 13F portfolio, value $12,691,051.

    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 128,052 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $12,359,579.

    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).