Wealth Group, Ltd.: VUG position timeline

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

Wealth Group, Ltd. held 0 VUG shares at 2025-06-30 per its 13F-HR filed 2025-08-19.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -768 shares
13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
Filed 2025-08-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 768 shares
Change vs previous 13F -22 shares
0.18% of the 13F portfolio, value $285,000.
13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 790 shares
Change vs previous 13F +19 shares
0.21% of the 13F portfolio, value $324,000.
13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 771 shares
Change vs previous 13F not available
0.2% of the 13F portfolio, value $296,000.
13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).