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Disclosery

ADVISORY RESEARCH INC: VUSB position timeline

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

ADVISORY RESEARCH INC held 120,152 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,152 shares
    Change vs previous 13F +38,232 shares

    0.6% of the 13F portfolio, value $5,981,167.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH INC
    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 81,920 shares
    Change vs previous 13F +8,509 shares

    0.5% of the 13F portfolio, value $4,078,387.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH INC
    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 73,411 shares
    Change vs previous 13F +28,036 shares

    0.46% of the 13F portfolio, value $3,658,804.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 45,375 shares
    Change vs previous 13F +24,132 shares

    0.3% of the 13F portfolio, value $2,268,523.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,243 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,059,282.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,243 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,059,070.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH INC
    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 21,243 shares
    Change vs previous 13F -70,377 shares

    0.18% of the 13F portfolio, value $1,054,078.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 91,620 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,575,503.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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