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Disclosery

Wealth Forward, LLC: VEA position timeline

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

Wealth Forward, LLC held 266,252 VEA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,252 shares
    Change vs previous 13F +2,695 shares

    9.45% of the 13F portfolio, value $18,970,427.

    13F-HR 0002012773-26-000003 filed by Wealth Forward, 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 263,557 shares
    Change vs previous 13F +2,745 shares

    9.53% of the 13F portfolio, value $16,888,747.

    13F-HR 0002012773-26-000002 filed by Wealth Forward, 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 260,812 shares
    Change vs previous 13F +3,101 shares

    9.2% of the 13F portfolio, value $16,292,943.

    13F-HR 0002012773-26-000001 filed by Wealth Forward, 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 257,711 shares
    Change vs previous 13F -100,533 shares

    8.97% of the 13F portfolio, value $15,442,049.

    13F-HR 0002012773-25-000007 filed by Wealth Forward, 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 358,244 shares
    Change vs previous 13F -4,017 shares

    13.72% of the 13F portfolio, value $20,423,470.

    13F-HR 0002012773-25-000005 filed by Wealth Forward, 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 362,261 shares
    Change vs previous 13F +957 shares

    13.1% of the 13F portfolio, value $18,413,705.

    13F-HR 0002012773-25-000003 filed by Wealth Forward, 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 361,304 shares
    Change vs previous 13F +20,630 shares

    12.19% of the 13F portfolio, value $17,277,540.

    13F-HR 0002012773-25-000001 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 340,674 shares
    Change vs previous 13F not available

    12.62% of the 13F portfolio, value $17,990,976.

    13F-HR 0002012773-24-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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