Manager × security

Gleason Group, Inc. VWO holdings history

VANGUARD FTSE EMERGING MARKE · CUSIP 922042858 · CIK 1822632

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Gleason Group, Inc. reported 290.98K VWO (shares), valued at $17.37M, or 1.52% of its reported non-derivative portfolio. Filed 2026-07-13.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
1.52%
Shares
290.98K
290,977
Reported value
$17.37M
USD

Shares increased 0.90%; reported value increased 11.43%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.52%290,977SEC filing ↗Filed Jul 13, 2026
Q1 20261.54%288,377SEC filing ↗Filed May 4, 2026
Q4 20251.43%271,329SEC filing ↗Filed Jan 15, 2026
Q3 20251.44%263,867SEC filing ↗Filed Oct 16, 2025
Q2 20251.39%258,850SEC filing ↗Filed Jul 17, 2025
Q1 20251.18%143,776SEC filing ↗Filed Apr 11, 2025
Q4 20241.11%142,884SEC filing ↗Filed Jan 13, 2025
Q3 20241.14%130,292SEC filing ↗Filed Oct 15, 2024
Q2 20241.10%123,474SEC filing ↗Filed Jul 12, 2024
Q1 20241.04%119,225SEC filing ↗Filed Apr 12, 2024
Q4 20231.12%118,902SEC filing ↗Filed Jan 19, 2024
Q3 20231.21%117,002SEC filing ↗Filed Oct 12, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.21%117,002$4.59MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 12, 2023
Q4 20231.12%118,902$4.89MShares increased 1.62%; reported value increased 6.52%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 19, 2024
Q1 20241.04%119,225$4.98MShares increased 0.27%; reported value increased 1.91%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 12, 2024
Q2 20241.10%123,474$5.40MShares increased 3.56%; reported value increased 8.50%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 12, 2024
Q3 20241.14%130,292$6.23MShares increased 5.52%; reported value increased 15.38%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 15, 2024
Q4 20241.11%142,884$6.29MShares increased 9.66%; reported value increased 0.93%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 13, 2025
Q1 20251.18%143,776$6.51MShares increased 0.62%; reported value increased 3.41%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 11, 2025
Q2 20251.39%258,850$12.80MShares increased 80.04%; reported value increased 96.74%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 17, 2025
Q3 20251.44%263,867$14.30MShares increased 1.94%; reported value increased 11.67%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 16, 2025
Q4 20251.43%271,329$14.59MShares increased 2.83%; reported value increased 2.03%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 15, 2026
Q1 20261.54%288,377$15.59MShares increased 6.28%; reported value increased 6.86%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 4, 2026
Q2 20261.52%290,977$17.37MShares increased 0.90%; reported value increased 11.43%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 13, 2026
Gleason Group, Inc. · VANGUARD FTSE EMERGING MARKE

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1822632","quarter":"2026Q2","cusip":"922042858"}

get_institutional_manager_history
{"cik":"1822632","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.