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Disclosery

Axiom Advisory, LLC: VBR position timeline

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

Axiom Advisory, LLC held 1,452,124 VBR shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,452,124 shares
    Change vs previous 13F +102,423 shares

    2.61% of the 13F portfolio, value $279,093,417.

    13F-HR 0001085146-24-004671 filed by Axiom Advisory, 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 1,349,701 shares
    Change vs previous 13F +1,328,499 shares

    2.72% of the 13F portfolio, value $249,312,045.

    13F-HR 0001085146-24-003745 filed by Axiom Advisory, 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 21,202 shares
    Change vs previous 13F +777 shares

    2.99% of the 13F portfolio, value $4,068,182.

    13F-HR 0001085146-24-001794 filed by Axiom Advisory, 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 20,425 shares
    Change vs previous 13F +408 shares

    2.96% of the 13F portfolio, value $3,675,936.

    13F-HR 0001085146-24-000547 filed by Axiom Advisory, 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 20,017 shares
    Change vs previous 13F +49 shares

    2.87% of the 13F portfolio, value $3,192,459.

    13F-HR 0001085146-23-004414 filed by Axiom Advisory, 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 19,968 shares
    Change vs previous 13F +548 shares

    2.92% of the 13F portfolio, value $3,302,643.

    13F-HR 0001085146-23-003172 filed by Axiom Advisory, 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 19,420 shares
    Change vs previous 13F +1,477 shares

    2.95% of the 13F portfolio, value $3,085,095.

    13F-HR 0001085146-23-001825 filed by Axiom Advisory, 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 17,943 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $2,851,109.

    13F-HR 0001085146-23-000751 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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