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Wela Strategies, Inc.: VXF position timeline

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

Wela Strategies, Inc. held 1,363 VXF 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 1,363 shares
    Change vs previous 13F -209 shares

    0.11% of the 13F portfolio, value $285,240.

    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 1,572 shares
    Change vs previous 13F +114 shares

    0.12% of the 13F portfolio, value $302,847.

    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 1,458 shares
    Change vs previous 13F -28 shares

    0.11% of the 13F portfolio, value $251,234.

    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 1,486 shares
    Change vs previous 13F -49 shares

    0.12% of the 13F portfolio, value $282,386.

    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 1,535 shares
    Change vs previous 13F -950 shares

    0.12% of the 13F portfolio, value $279,412.

    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 2,485 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $419,487.

    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 2,477 shares
    Change vs previous 13F -533 shares

    0.21% of the 13F portfolio, value $434,189.

    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 3,010 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $494,940.

    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).