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Annapolis Financial Services, LLC: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annapolis Financial Services, LLC on VMBS, newest first. How the timeline and the estimate are built.

Annapolis Financial Services, LLC held 17,563 VMBS shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 17,563 shares
    Change vs previous 13F -4,703 shares

    0.25% of the 13F portfolio, value $829,142.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 22,266 shares
    Change vs previous 13F -8,295 shares

    0.33% of the 13F portfolio, value $1,010,880.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 30,561 shares
    Change vs previous 13F -15,548 shares

    0.46% of the 13F portfolio, value $1,393,891.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 46,109 shares
    Change vs previous 13F -70,354 shares

    0.54% of the 13F portfolio, value $2,137,633.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 116,463 shares
    Change vs previous 13F -8,840 shares

    1.47% of the 13F portfolio, value $5,098,768.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 125,303 shares
    Change vs previous 13F -45,347 shares

    1.64% of the 13F portfolio, value $5,762,693.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 170,650 shares
    Change vs previous 13F -54,084 shares

    2.41% of the 13F portfolio, value $7,943,769.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 224,734 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $10,229,878.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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