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VSM Wealth Advisory, LLC: VEA position timeline

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

VSM Wealth Advisory, LLC held 140,869 VEA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,869 shares
    Change vs previous 13F +1,805 shares

    2.67% of the 13F portfolio, value $10,036,890.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 139,064 shares
    Change vs previous 13F +2,743 shares

    2.66% of the 13F portfolio, value $8,911,243.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 136,321 shares
    Change vs previous 13F +1,885 shares

    2.56% of the 13F portfolio, value $8,530,367.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 134,436 shares
    Change vs previous 13F +2,042 shares

    2.51% of the 13F portfolio, value $8,055,423.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 132,394 shares
    Change vs previous 13F +2,997 shares

    2.49% of the 13F portfolio, value $7,547,801.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 129,397 shares
    Change vs previous 13F +1,635 shares

    2.36% of the 13F portfolio, value $6,577,272.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 127,762 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $6,109,563.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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