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Disclosery

Annapolis Financial Services, LLC: VUSB position timeline

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

Annapolis Financial Services, LLC held 101,307 VUSB 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 101,307 shares
    Change vs previous 13F -29 shares

    1.5% of the 13F portfolio, value $5,059,280.

    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 101,336 shares
    Change vs previous 13F -5,243 shares

    1.63% of the 13F portfolio, value $5,018,167.

    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 106,579 shares
    Change vs previous 13F -4,688 shares

    1.74% of the 13F portfolio, value $5,280,998.

    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 111,267 shares
    Change vs previous 13F +48,291 shares

    1.38% of the 13F portfolio, value $5,501,038.

    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 62,976 shares
    Change vs previous 13F +7,156 shares

    0.89% of the 13F portfolio, value $3,097,798.

    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 55,820 shares
    Change vs previous 13F +20,452 shares

    0.78% of the 13F portfolio, value $2,744,112.

    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 35,368 shares
    Change vs previous 13F +26,495 shares

    0.53% of the 13F portfolio, value $1,741,521.

    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 8,873 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $434,777.

    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).