Skip to content
Disclosery

A4 Wealth Advisors LLC: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on VMBS, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 40,132 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,132 shares
    Change vs previous 13F +9,413 shares

    1.27% of the 13F portfolio, value $1,878,579.

    13F-HR 0002033987-26-000006 filed by A4 Wealth 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 30,719 shares
    Change vs previous 13F +6,275 shares

    1.2% of the 13F portfolio, value $1,442,257.

    13F-HR 0002033987-26-000004 filed by A4 Wealth 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 24,444 shares
    Change vs previous 13F +9,051 shares

    1% of the 13F portfolio, value $1,150,824.

    13F-HR 0002033987-26-000002 filed by A4 Wealth 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 15,393 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $722,855.

    13F-HR 0002033987-25-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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