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ARS Wealth Advisors Group, LLC: VBR position timeline

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

ARS Wealth Advisors Group, LLC held 22,435 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,435 shares
    Change vs previous 13F -3,476 shares

    0.43% of the 13F portfolio, value $5,451,467.

    13F-HR 0001725547-26-000230 filed by ARS Wealth Advisors Group, 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 25,911 shares
    Change vs previous 13F -2,320 shares

    0.48% of the 13F portfolio, value $5,629,231.

    13F-HR 0001725547-26-000129 filed by ARS Wealth Advisors Group, 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 28,231 shares
    Change vs previous 13F -16,929 shares

    0.54% of the 13F portfolio, value $5,979,129.

    13F-HR 0001725547-26-000015 filed by ARS Wealth Advisors Group, 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 45,160 shares
    Change vs previous 13F -58,400 shares

    0.93% of the 13F portfolio, value $9,425,444.

    13F-HR 0001725547-25-004089 filed by ARS Wealth Advisors Group, 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 103,560 shares
    Change vs previous 13F -1,986 shares

    2.33% of the 13F portfolio, value $20,195,240.

    13F-HR 0001725547-25-003391 filed by ARS Wealth Advisors Group, 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 105,546 shares
    Change vs previous 13F -2,263 shares

    2.78% of the 13F portfolio, value $19,662,223.

    13F-HR 0001725547-25-001408 filed by ARS Wealth Advisors Group, LLC
    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 107,809 shares
    Change vs previous 13F +1,649 shares

    2.94% of the 13F portfolio, value $21,365,517.

    13F-HR 0001725547-25-000084 filed by ARS Wealth Advisors Group, LLC
    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 106,160 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $21,314,777.

    13F-HR 0001725547-24-005910 filed by ARS Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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