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BlueChip Wealth Advisors LLC: VUSB position timeline

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

BlueChip Wealth Advisors LLC held 284,062 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,062 shares
    Change vs previous 13F -11,844 shares

    5.36% of the 13F portfolio, value $14,140,601.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth 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 295,906 shares
    Change vs previous 13F +57,641 shares

    6.47% of the 13F portfolio, value $14,731,659.

    13F-HR 0002015578-26-000004 filed by BlueChip 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 ended2025-12-31
    13F 238,265 shares
    Change vs previous 13F +6,112 shares

    4.99% of the 13F portfolio, value $11,875,126.

    13F-HR 0002015578-26-000002 filed by BlueChip 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 ended2025-09-30
    13F 232,153 shares
    Change vs previous 13F +23,055 shares

    4.96% of the 13F portfolio, value $11,606,499.

    13F-HR 0002015578-25-000005 filed by BlueChip 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 ended2025-06-30
    13F 209,098 shares
    Change vs previous 13F +80,491 shares

    4.64% of the 13F portfolio, value $10,426,779.

    13F-HR 0001085146-25-004332 filed by BlueChip 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 ended2025-03-31
    13F 128,607 shares
    Change vs previous 13F +117,072 shares

    3.15% of the 13F portfolio, value $6,411,765.

    13F-HR 0001085146-25-002624 filed by BlueChip 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 ended2024-12-31
    13F 11,535 shares
    Change vs previous 13F +4,256 shares

    0.32% of the 13F portfolio, value $572,349.

    13F-HR 0001085146-25-001054 filed by BlueChip 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 ended2024-09-30
    13F 7,279 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $363,514.

    13F-HR 0001085146-24-005754 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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