VSM Wealth Advisory, LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VSM Wealth Advisory, LLC on CEG, newest first. How the timeline and the estimate are built.
VSM Wealth Advisory, LLC held 2,877 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,877 sharesChange vs previous 13F +1 shares
0.19% of the 13F portfolio, value $714,444.
13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,876 sharesChange vs previous 13F +178 shares
0.24% of the 13F portfolio, value $803,060.
13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,698 sharesChange vs previous 13F -381 shares
0.29% of the 13F portfolio, value $953,168.
13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,079 sharesChange vs previous 13F +1 shares
0.32% of the 13F portfolio, value $1,013,088.
13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,078 sharesChange vs previous 13F +382 shares
0.33% of the 13F portfolio, value $993,471.
13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,696 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $543,682.
13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,696 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $603,033.
13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).