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Disclosery

WFA of San Diego, LLC: VGLT position timeline

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

WFA of San Diego, LLC held 42,626 VGLT 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 42,626 shares
    Change vs previous 13F +4,777 shares

    1.85% of the 13F portfolio, value $2,261,309.

    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 37,849 shares
    Change vs previous 13F +4,259 shares

    1.68% of the 13F portfolio, value $2,095,132.

    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 33,590 shares
    Change vs previous 13F +5,265 shares

    1.37% of the 13F portfolio, value $1,874,322.

    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 28,325 shares
    Change vs previous 13F +4,307 shares

    1.1% of the 13F portfolio, value $1,610,560.

    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 24,018 shares
    Change vs previous 13F +22,540 shares

    0.99% of the 13F portfolio, value $1,347,890.

    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 1,478 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $90,957.

    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).