Skip to content
Disclosery

WFA of San Diego, LLC: VEA position timeline

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

WFA of San Diego, LLC held 24,895 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,895 shares
    Change vs previous 13F +5,213 shares

    1.5% of the 13F portfolio, value $1,830,778.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 19,682 shares
    Change vs previous 13F +667 shares

    1.01% of the 13F portfolio, value $1,261,223.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 19,015 shares
    Change vs previous 13F +552 shares

    0.87% of the 13F portfolio, value $1,187,867.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 18,463 shares
    Change vs previous 13F +2,757 shares

    0.76% of the 13F portfolio, value $1,106,303.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 15,706 shares
    Change vs previous 13F +9,136 shares

    0.66% of the 13F portfolio, value $895,399.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,570 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $346,962.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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