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Disclosery

Axiom Advisory, LLC: VUSB position timeline

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

Axiom Advisory, LLC held 1,744,484 VUSB 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 1,744,484 shares
    Change vs previous 13F -936,191 shares

    0.81% of the 13F portfolio, value $86,667,752.

    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 2,680,675 shares
    Change vs previous 13F +2,628,726 shares

    1.44% of the 13F portfolio, value $132,423,780.

    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 51,949 shares
    Change vs previous 13F +1,750 shares

    1.89% of the 13F portfolio, value $2,574,061.

    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 50,199 shares
    Change vs previous 13F +684 shares

    2% of the 13F portfolio, value $2,481,846.

    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 49,515 shares
    Change vs previous 13F -1,345 shares

    2.19% of the 13F portfolio, value $2,435,645.

    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 50,860 shares
    Change vs previous 13F +2,166 shares

    2.21% of the 13F portfolio, value $2,500,296.

    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 48,694 shares
    Change vs previous 13F +2,707 shares

    2.29% of the 13F portfolio, value $2,392,335.

    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 45,987 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $2,253,353.

    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).