AA Financial Advisors, LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on VB, newest first. How the timeline and the estimate are built.
AA Financial Advisors, LLC held 160,869 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 160,869 sharesChange vs previous 13F +32,850 shares
5.86% of the 13F portfolio, value $48,762,464.
13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 128,019 sharesChange vs previous 13F -2,574 shares
4.72% of the 13F portfolio, value $33,530,851.
13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 130,593 sharesChange vs previous 13F +545 shares
6.23% of the 13F portfolio, value $33,686,527.
13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 130,048 sharesChange vs previous 13F +5,564 shares
6.5% of the 13F portfolio, value $33,068,673.
13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 124,484 sharesChange vs previous 13F +9,562 shares
6.36% of the 13F portfolio, value $29,500,222.
13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 114,922 sharesChange vs previous 13F +7,450 shares
6.22% of the 13F portfolio, value $25,483,970.
13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 107,472 sharesChange vs previous 13F +10,031 shares
6.89% of the 13F portfolio, value $25,823,454.
13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 97,441 sharesChange vs previous 13F not available
6.69% of the 13F portfolio, value $23,114,028.
13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).