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AmeriServ Wealth Advisors: VGSH position timeline

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

AmeriServ Wealth Advisors held 65,185 VGSH 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 65,185 shares
    Change vs previous 13F -34,493 shares

    2.53% of the 13F portfolio, value $3,793,766.

    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 99,678 shares
    Change vs previous 13F -8,350 shares

    3.72% of the 13F portfolio, value $5,835,149.

    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 108,028 shares
    Change vs previous 13F -48,436 shares

    3.69% of the 13F portfolio, value $6,344,483.

    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 156,464 shares
    Change vs previous 13F -19,141 shares

    4.65% of the 13F portfolio, value $9,207,905.

    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 175,605 shares
    Change vs previous 13F +56,372 shares

    5.1% of the 13F portfolio, value $10,322,061.

    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 119,233 shares
    Change vs previous 13F -8,993 shares

    4.05% of the 13F portfolio, value $6,997,784.

    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 128,226 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $7,460,187.

    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).