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Disclosery

Advisory Alpha, LLC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on VBR, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 48,560 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,560 shares
    Change vs previous 13F +2,775 shares

    0.29% of the 13F portfolio, value $11,800,182.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 45,785 shares
    Change vs previous 13F +13,068 shares

    0.27% of the 13F portfolio, value $9,947,111.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 32,717 shares
    Change vs previous 13F +503 shares

    0.19% of the 13F portfolio, value $6,929,612.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 32,214 shares
    Change vs previous 13F +2,372 shares

    0.19% of the 13F portfolio, value $6,766,412.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 29,842 shares
    Change vs previous 13F +1,050 shares

    0.18% of the 13F portfolio, value $5,819,747.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 28,792 shares
    Change vs previous 13F -4,084 shares

    0.18% of the 13F portfolio, value $5,363,576.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 32,876 shares
    Change vs previous 13F -321 shares

    0.23% of the 13F portfolio, value $6,515,395.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 33,197 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,665,610.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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