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BHK Investment Advisors, LLC: VBR position timeline

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

BHK Investment Advisors, LLC held 124,520 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,520 shares
    Change vs previous 13F -796 shares

    9.04% of the 13F portfolio, value $30,257,128.

    13F-HR 0001062993-26-003860 filed by BHK Investment Advisors, 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 125,316 shares
    Change vs previous 13F -6,194 shares

    9.1% of the 13F portfolio, value $27,224,943.

    13F-HR 0001062993-26-002202 filed by BHK Investment 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 ended2025-12-31
    13F 131,510 shares
    Change vs previous 13F +15,046 shares

    9.15% of the 13F portfolio, value $27,852,592.

    13F-HR 0001062993-26-000570 filed by BHK Investment 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 ended2025-09-30
    13F 116,464 shares
    Change vs previous 13F -980 shares

    9.08% of the 13F portfolio, value $24,307,129.

    13F-HR 0001062993-25-016497 filed by BHK Investment 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 ended2025-06-30
    13F 117,444 shares
    Change vs previous 13F +2,003 shares

    8.97% of the 13F portfolio, value $22,902,813.

    13F-HR 0001062993-25-013744 filed by BHK Investment 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 ended2025-03-31
    13F 115,441 shares
    Change vs previous 13F -12,913 shares

    9.09% of the 13F portfolio, value $21,505,469.

    13F-HR 0001062993-25-008329 filed by BHK Investment 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 ended2024-12-31
    13F 128,354 shares
    Change vs previous 13F -595 shares

    9.55% of the 13F portfolio, value $25,437,103.

    13F-HR 0001062993-25-001577 filed by BHK Investment 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 ended2024-09-30
    13F 128,949 shares
    Change vs previous 13F not available

    9.66% of the 13F portfolio, value $25,890,471.

    13F-HR 0001062993-24-018880 filed by BHK Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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