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AmeriServ Wealth Advisors: VGLT position timeline

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

AmeriServ Wealth Advisors held 36,503 VGLT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,503 shares
    Change vs previous 13F -23,282 shares

    1.34% of the 13F portfolio, value $2,014,234.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 59,785 shares
    Change vs previous 13F -6,305 shares

    2.11% of the 13F portfolio, value $3,309,398.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 66,090 shares
    Change vs previous 13F -105,757 shares

    2.14% of the 13F portfolio, value $3,687,821.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 171,847 shares
    Change vs previous 13F +12,959 shares

    4.94% of the 13F portfolio, value $9,771,219.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 158,888 shares
    Change vs previous 13F -68,717 shares

    4.41% of the 13F portfolio, value $8,916,793.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 227,605 shares
    Change vs previous 13F -50,806 shares

    7.58% of the 13F portfolio, value $13,112,323.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 278,411 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $15,410,047.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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