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Disclosery

BCR Wealth Strategies, LLC: VBR position timeline

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

BCR Wealth Strategies, LLC held 1,517 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,517 shares
    Change vs previous 13F -402 shares

    0.1% of the 13F portfolio, value $368,000.

    13F-HR 0001908380-26-000003 filed by BCR Wealth Strategies, 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 1,919 shares
    Change vs previous 13F -1,168 shares

    0.13% of the 13F portfolio, value $416,000.

    13F-HR 0001908380-26-000002 filed by BCR Wealth Strategies, 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 3,087 shares
    Change vs previous 13F +1,573 shares

    0.22% of the 13F portfolio, value $653,000.

    13F-HR 0001908380-26-000001 filed by BCR Wealth Strategies, 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 1,514 shares
    Change vs previous 13F +1,514 shares

    0.11% of the 13F portfolio, value $315,000.

    13F-HR 0001908380-25-000011 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,056 shares

    13F-HR 0001842974-25-000003 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,056 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $209,000.

    13F-HR 0001907157-25-000006 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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