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Wells Financial Advisors INC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wells Financial Advisors INC on VGSH, newest first. How the timeline and the estimate are built.

Wells Financial Advisors INC held 6,050 VGSH 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 6,050 shares
    Change vs previous 13F -1,760 shares

    3.27% of the 13F portfolio, value $352,110.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 7,810 shares
    Change vs previous 13F -1,930 shares

    2.08% of the 13F portfolio, value $457,197.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,740 shares
    Change vs previous 13F -8,942 shares

    1.09% of the 13F portfolio, value $572,030.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    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 18,682 shares
    Change vs previous 13F -25,699 shares

    1.47% of the 13F portfolio, value $1,099,436.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    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 44,381 shares
    Change vs previous 13F -7,687 shares

    3.58% of the 13F portfolio, value $2,608,715.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    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 52,068 shares
    Change vs previous 13F -1,299 shares

    4.21% of the 13F portfolio, value $3,055,871.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 53,367 shares
    Change vs previous 13F -3,021 shares

    4.23% of the 13F portfolio, value $3,104,892.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    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 56,388 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $3,328,020.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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