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VestGen Advisors, LLC: RTO position timeline

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

VestGen Advisors, LLC held 7,577 RTO 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 7,577 shares
    Change vs previous 13F -209 shares

    0.01% of the 13F portfolio, value $216,778.

    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 7,786 shares
    Change vs previous 13F -1,376 shares

    0.01% of the 13F portfolio, value $254,836.

    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 9,162 shares
    Change vs previous 13F -97,834 shares

    0.01% of the 13F portfolio, value $269,913.

    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 106,996 shares
    Change vs previous 13F +271 shares

    0.09% of the 13F portfolio, value $2,701,640.

    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 106,725 shares
    Change vs previous 13F +2,474 shares

    0.1% of the 13F portfolio, value $2,490,967.

    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 104,251 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,387,348.

    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).