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Disclosery

Aegis Wealth Management LLC: VB position timeline

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

Aegis Wealth Management LLC held 13,880 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,880 shares
    Change vs previous 13F 0 shares

    1.98% of the 13F portfolio, value $4,207,306.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth Management 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 13,880 shares
    Change vs previous 13F -549 shares

    2.08% of the 13F portfolio, value $3,635,450.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth Management 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 14,429 shares
    Change vs previous 13F +184 shares

    2.1% of the 13F portfolio, value $3,721,961.

    13F-HR 0001628818-26-000001 filed by Aegis Wealth Management 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 14,245 shares
    Change vs previous 13F -5,972 shares

    1.94% of the 13F portfolio, value $3,622,219.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth Management 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 20,217 shares
    Change vs previous 13F 0 shares

    2.69% of the 13F portfolio, value $4,483,120.

    13F-HR 0001085146-25-004679 filed by Aegis Wealth Management 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 20,217 shares
    Change vs previous 13F +4,320 shares

    2.64% of the 13F portfolio, value $4,483,120.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management 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 15,897 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $3,819,732.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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