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Bestgate Wealth Advisors, LLC: VBR position timeline

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

Bestgate Wealth Advisors, LLC held 3,035 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,035 shares
    Change vs previous 13F -582 shares

    0.44% of the 13F portfolio, value $701,176.

    13F-HR 0002055670-26-000006 filed by Bestgate Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,617 shares
    Change vs previous 13F -874 shares

    1.4% of the 13F portfolio, value $878,895.

    13F-HR 0002055670-26-000003 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,491 shares
    Change vs previous 13F -721 shares

    1.76% of the 13F portfolio, value $975,670.

    13F-HR 0002055670-26-000002 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,212 shares
    Change vs previous 13F +769 shares

    1.94% of the 13F portfolio, value $1,103,849.

    13F-HR 0002055670-26-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,443 shares
    Change vs previous 13F +28 shares

    1.64% of the 13F portfolio, value $927,299.

    13F-HR 0002055670-25-000006 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,415 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $822,470.

    13F-HR 0002055670-25-000004 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,415 shares
    Change vs previous 13F +601 shares

    1.7% of the 13F portfolio, value $822,470.

    13F-HR 0002055670-25-000003 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,814 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $755,859.

    13F-HR 0002055670-25-000001 filed by Bestgate Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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