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Wealth Advisory Team LLC: VONG position timeline

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

Wealth Advisory Team LLC held 44,100 VONG 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 44,100 shares
    Change vs previous 13F +820 shares

    4.58% of the 13F portfolio, value $5,636,372.

    13F-HR 0002039196-26-000004 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 43,280 shares
    Change vs previous 13F -1,212 shares

    4.66% of the 13F portfolio, value $5,269,338.

    13F-HR 0002039196-26-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 44,492 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $4,858,488.

    13F-HR 0002039196-25-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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