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VestGen Advisors, LLC: OEF position timeline

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

VestGen Advisors, LLC held 3,803 OEF 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 3,803 shares
    Change vs previous 13F -479 shares

    0.04% of the 13F portfolio, value $1,391,347.

    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 4,282 shares
    Change vs previous 13F -19,370 shares

    0.04% of the 13F portfolio, value $1,574,053.

    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 23,652 shares
    Change vs previous 13F -18,396 shares

    0.35% of the 13F portfolio, value $8,111,784.

    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 42,048 shares
    Change vs previous 13F +20,183 shares

    0.47% of the 13F portfolio, value $13,995,390.

    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 21,865 shares
    Change vs previous 13F +8,787 shares

    0.27% of the 13F portfolio, value $6,812,491.

    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 13,078 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,542,018.

    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).