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Disclosery

4WEALTH ADVISORS, INC.: VBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on VBK, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 3,300 VBK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,300 shares
    Change vs previous 13F +208 shares

    0.77% of the 13F portfolio, value $1,116,718.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,092 shares
    Change vs previous 13F -61 shares

    0.86% of the 13F portfolio, value $1,117,610.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    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 3,153 shares
    Change vs previous 13F +6 shares

    0.78% of the 13F portfolio, value $912,969.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    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 3,147 shares
    Change vs previous 13F +322 shares

    0.82% of the 13F portfolio, value $950,627.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    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 2,825 shares
    Change vs previous 13F +99 shares

    0.78% of the 13F portfolio, value $840,686.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    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 2,726 shares
    Change vs previous 13F +198 shares

    0.78% of the 13F portfolio, value $754,815.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    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 2,528 shares
    Change vs previous 13F +314 shares

    0.7% of the 13F portfolio, value $636,362.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    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 2,214 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $620,190.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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