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Wisconsin Wealth Advisors, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wisconsin Wealth Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.

Wisconsin Wealth Advisors, LLC held 46,084 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,084 shares
    Change vs previous 13F +336 shares

    3.49% of the 13F portfolio, value $4,152,597.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,748 shares
    Change vs previous 13F +38,344 shares

    3.38% of the 13F portfolio, value $3,940,704.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,404 shares
    Change vs previous 13F +11 shares

    3.18% of the 13F portfolio, value $3,233,819.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,393 shares
    Change vs previous 13F +352 shares

    3.53% of the 13F portfolio, value $3,606,509.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,041 shares
    Change vs previous 13F +4,978 shares

    3.21% of the 13F portfolio, value $3,376,747.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,063 shares
    Change vs previous 13F +1,304 shares

    1.04% of the 13F portfolio, value $904,382.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 759 shares
    Change vs previous 13F +136 shares

    0.4% of the 13F portfolio, value $281,556.

    13F-HR 0001754960-25-000572 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 623 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $255,819.

    13F-HR 0001754960-25-000573 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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