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Transamerica Financial Advisors, LLC: VGSH position timeline

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

Transamerica Financial Advisors, LLC held 43,589 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,589 shares
    Change vs previous 13F -4,598 shares

    0.21% of the 13F portfolio, value $2,536,934.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 48,187 shares
    Change vs previous 13F -2,103 shares

    0.24% of the 13F portfolio, value $2,820,880.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 ended2025-12-31
    13F 50,290 shares
    Change vs previous 13F -1,284 shares

    0.25% of the 13F portfolio, value $2,953,546.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 ended2025-09-30
    13F 51,574 shares
    Change vs previous 13F +367 shares

    0.25% of the 13F portfolio, value $3,035,102.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial 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 ended2025-06-30
    13F 51,207 shares
    Change vs previous 13F -730 shares

    0.28% of the 13F portfolio, value $3,009,906.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial 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 ended2025-03-31
    13F 51,937 shares
    Change vs previous 13F +2,450 shares

    0.31% of the 13F portfolio, value $3,049,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial 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 ended2024-12-31
    13F 49,487 shares
    Change vs previous 13F -13,097 shares

    0.28% of the 13F portfolio, value $2,880,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial 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 ended2024-09-30
    13F 62,584 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,694,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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