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Disclosery

Wela Strategies, Inc.: VWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wela Strategies, Inc. on VWO, newest first. How the timeline and the estimate are built.

Wela Strategies, Inc. held 234,242 VWO shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 234,242 shares
    Change vs previous 13F +18,860 shares

    4.81% of the 13F portfolio, value $12,691,228.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    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 215,382 shares
    Change vs previous 13F +2,059 shares

    4.2% of the 13F portfolio, value $10,652,826.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    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 213,323 shares
    Change vs previous 13F +4,365 shares

    4.08% of the 13F portfolio, value $9,655,007.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 208,958 shares
    Change vs previous 13F +7,262 shares

    3.97% of the 13F portfolio, value $9,202,516.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 201,696 shares
    Change vs previous 13F -1,883 shares

    4.21% of the 13F portfolio, value $9,651,135.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 203,579 shares
    Change vs previous 13F +1,628 shares

    4.15% of the 13F portfolio, value $8,908,628.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 201,951 shares
    Change vs previous 13F +20,738 shares

    3.99% of the 13F portfolio, value $8,435,478.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 181,213 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $7,447,862.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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