Skip to content
Disclosery

VestGen Advisors, LLC: IWS position timeline

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

VestGen Advisors, LLC held 29,798 IWS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,798 shares
    Change vs previous 13F -384 shares

    0.14% of the 13F portfolio, value $4,904,711.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 30,182 shares
    Change vs previous 13F -233 shares

    0.13% of the 13F portfolio, value $4,761,234.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 30,415 shares
    Change vs previous 13F +2,744 shares

    0.18% of the 13F portfolio, value $4,289,967.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 27,671 shares
    Change vs previous 13F +182 shares

    0.13% of the 13F portfolio, value $3,864,806.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 27,489 shares
    Change vs previous 13F +132 shares

    0.14% of the 13F portfolio, value $3,632,369.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 27,357 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,446,161.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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