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Disclosery

VestGen Investment Management: QDF position timeline

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

VestGen Investment Management held 42,559 QDF 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 42,559 shares
    Change vs previous 13F -3,288 shares

    2.03% of the 13F portfolio, value $3,826,905.

    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 45,847 shares
    Change vs previous 13F +3,348 shares

    2% of the 13F portfolio, value $3,626,039.

    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 42,499 shares
    Change vs previous 13F -688 shares

    1.9% of the 13F portfolio, value $3,434,344.

    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 43,187 shares
    Change vs previous 13F +10,959 shares

    2.06% of the 13F portfolio, value $3,429,048.

    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 32,228 shares
    Change vs previous 13F -4,246 shares

    1.69% of the 13F portfolio, value $2,358,445.

    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 36,474 shares
    Change vs previous 13F -3,193 shares

    1.88% of the 13F portfolio, value $2,493,363.

    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 39,667 shares
    Change vs previous 13F +88 shares

    0.76% of the 13F portfolio, value $2,798,507.

    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 39,579 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,838,210.

    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).