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VestGen Advisors, LLC: MUNI position timeline

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

VestGen Advisors, LLC held 68,916 MUNI 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 68,916 shares
    Change vs previous 13F -1,972 shares

    0.11% of the 13F portfolio, value $3,624,982.

    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 70,888 shares
    Change vs previous 13F -1,146 shares

    0.1% of the 13F portfolio, value $3,708,151.

    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 72,034 shares
    Change vs previous 13F -3,189 shares

    0.16% of the 13F portfolio, value $3,775,302.

    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 75,223 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,932,661.

    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).