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Disclosery

VestGen Investment Management: IQDF position timeline

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

VestGen Investment Management held 101,135 IQDF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,135 shares
    Change vs previous 13F -7,712 shares

    1.85% of the 13F portfolio, value $3,495,226.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 108,847 shares
    Change vs previous 13F +6,183 shares

    1.9% of the 13F portfolio, value $3,447,184.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 102,664 shares
    Change vs previous 13F +2,869 shares

    1.73% of the 13F portfolio, value $3,120,986.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 99,795 shares
    Change vs previous 13F +25,436 shares

    1.71% of the 13F portfolio, value $2,847,651.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 74,359 shares
    Change vs previous 13F -20,512 shares

    1.44% of the 13F portfolio, value $2,015,129.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 94,871 shares
    Change vs previous 13F +10,116 shares

    1.78% of the 13F portfolio, value $2,365,134.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 84,755 shares
    Change vs previous 13F -365 shares

    0.54% of the 13F portfolio, value $1,972,249.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 85,120 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,237,805.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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