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Disclosery

Wade Financial Advisory, Inc: VEU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on VEU, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 98,700 VEU shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 98,700 shares
    Change vs previous 13F -6,064 shares

    2.05% of the 13F portfolio, value $5,987,165.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 104,764 shares
    Change vs previous 13F -379 shares

    2.04% of the 13F portfolio, value $6,014,491.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 105,143 shares
    Change vs previous 13F -259 shares

    2.23% of the 13F portfolio, value $6,623,996.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 105,402 shares
    Change vs previous 13F +31 shares

    2.22% of the 13F portfolio, value $6,180,780.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 105,371 shares
    Change vs previous 13F -286 shares

    2.25% of the 13F portfolio, value $6,180,036.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 105,657 shares
    Change vs previous 13F -1,366 shares

    2.24% of the 13F portfolio, value $5,931,589.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 107,023 shares
    Change vs previous 13F -2,289 shares

    2.38% of the 13F portfolio, value $5,551,266.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 109,312 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $5,947,666.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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