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Watts Gwilliam & Co., LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Watts Gwilliam & Co., LLC on VUG, newest first. How the timeline and the estimate are built.

Watts Gwilliam & Co., LLC held 22,563 VUG shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 22,563 shares
    Change vs previous 13F +697 shares

    1.75% of the 13F portfolio, value $10,821,251.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 21,866 shares
    Change vs previous 13F +3,299 shares

    1.71% of the 13F portfolio, value $10,409,559.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 18,567 shares
    Change vs previous 13F +257 shares

    1.49% of the 13F portfolio, value $6,885,042.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 18,310 shares
    Change vs previous 13F -1,245 shares

    1.6% of the 13F portfolio, value $7,563,400.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 19,555 shares
    Change vs previous 13F +1,654 shares

    1.64% of the 13F portfolio, value $7,532,672.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 17,901 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $6,187,544.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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