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Apriem Advisors: VBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on VBK, newest first. How the timeline and the estimate are built.

Apriem Advisors held 6,689 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,689 shares
    Change vs previous 13F +237 shares

    0.21% of the 13F portfolio, value $2,446,167.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 6,452 shares
    Change vs previous 13F +1,077 shares

    0.19% of the 13F portfolio, value $1,950,117.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 5,375 shares
    Change vs previous 13F +268 shares

    0.15% of the 13F portfolio, value $1,623,980.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 5,107 shares
    Change vs previous 13F +333 shares

    0.14% of the 13F portfolio, value $1,520,063.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 4,774 shares
    Change vs previous 13F +205 shares

    0.14% of the 13F portfolio, value $1,322,211.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 4,569 shares
    Change vs previous 13F +1,771 shares

    0.13% of the 13F portfolio, value $1,150,427.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 2,798 shares
    Change vs previous 13F +904 shares

    0.09% of the 13F portfolio, value $783,694.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,894 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $506,469.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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