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Aegis Wealth Management LLC: VUSB position timeline

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

Aegis Wealth Management LLC held 7,598 VUSB 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 7,598 shares
    Change vs previous 13F +2,022 shares

    0.18% of the 13F portfolio, value $378,210.

    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 5,576 shares
    Change vs previous 13F +38 shares

    0.16% of the 13F portfolio, value $277,625.

    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 5,538 shares
    Change vs previous 13F +81 shares

    0.16% of the 13F portfolio, value $276,005.

    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 5,457 shares
    Change vs previous 13F +127 shares

    0.15% of the 13F portfolio, value $272,829.

    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 5,330 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $265,728.

    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 5,330 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $265,728.

    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).