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Disclosery

VIAWEALTH, LLC: VGSH position timeline

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

VIAWEALTH, LLC held 10,896 VGSH 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 10,896 shares
    Change vs previous 13F -2,100 shares

    0.32% of the 13F portfolio, value $634,161.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 12,996 shares
    Change vs previous 13F -859 shares

    0.42% of the 13F portfolio, value $760,763.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 13,855 shares
    Change vs previous 13F -4,455 shares

    0.46% of the 13F portfolio, value $813,716.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 18,310 shares
    Change vs previous 13F -3,839 shares

    0.59% of the 13F portfolio, value $1,077,552.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 22,149 shares
    Change vs previous 13F -5,710 shares

    0.77% of the 13F portfolio, value $1,301,894.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 27,859 shares
    Change vs previous 13F -7,866 shares

    1.01% of the 13F portfolio, value $1,635,045.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, LLC
    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 35,725 shares
    Change vs previous 13F -5,252 shares

    1.25% of the 13F portfolio, value $2,078,493.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, LLC
    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 40,977 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,418,440.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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