Skip to content
Disclosery

Aegis Wealth Management LLC: VBIL position timeline

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

Aegis Wealth Management LLC held 5,952 VBIL 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 5,952 shares
    Change vs previous 13F -20,990 shares

    0.21% of the 13F portfolio, value $450,447.

    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 26,942 shares
    Change vs previous 13F +11,377 shares

    1.17% of the 13F portfolio, value $2,038,163.

    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 15,565 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,174,068.

    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).