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VSM Wealth Advisory, LLC: VXF position timeline

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

VSM Wealth Advisory, LLC held 37,552 VXF 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 37,552 shares
    Change vs previous 13F -743 shares

    2.46% of the 13F portfolio, value $9,245,756.

    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 38,295 shares
    Change vs previous 13F -179 shares

    2.35% of the 13F portfolio, value $7,881,204.

    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 38,474 shares
    Change vs previous 13F -841 shares

    2.42% of the 13F portfolio, value $8,059,196.

    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 39,315 shares
    Change vs previous 13F -2,073 shares

    2.56% of the 13F portfolio, value $8,230,142.

    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 41,388 shares
    Change vs previous 13F -1,510 shares

    2.63% of the 13F portfolio, value $7,975,898.

    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 42,898 shares
    Change vs previous 13F -2,013 shares

    2.66% of the 13F portfolio, value $7,389,575.

    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 44,911 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $8,532,098.

    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).