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WFA of San Diego, LLC: VEU position timeline

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

WFA of San Diego, LLC held 18,703 VEU 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 18,703 shares
    Change vs previous 13F -1,470 shares

    1.31% of the 13F portfolio, value $1,602,991.

    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 20,173 shares
    Change vs previous 13F -18 shares

    1.22% of the 13F portfolio, value $1,514,955.

    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 20,191 shares
    Change vs previous 13F +109 shares

    1.09% of the 13F portfolio, value $1,485,213.

    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 20,082 shares
    Change vs previous 13F -574 shares

    0.98% of the 13F portfolio, value $1,433,217.

    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 20,656 shares
    Change vs previous 13F +12,171 shares

    1.02% of the 13F portfolio, value $1,388,463.

    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 8,485 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $534,524.

    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).