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BOK Financial Private Wealth, Inc.: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on VB, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 36,657 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,657 shares
    Change vs previous 13F -1,690 shares

    0.57% of the 13F portfolio, value $11,111,336.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 38,347 shares
    Change vs previous 13F -2,209 shares

    0.61% of the 13F portfolio, value $10,043,730.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 40,556 shares
    Change vs previous 13F -3,479 shares

    0.64% of the 13F portfolio, value $10,461,306.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 44,035 shares
    Change vs previous 13F -5,049 shares

    0.71% of the 13F portfolio, value $11,232,296.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 49,084 shares
    Change vs previous 13F -7,396 shares

    0.78% of the 13F portfolio, value $11,670,510.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 56,480 shares
    Change vs previous 13F +1,305 shares

    0.94% of the 13F portfolio, value $12,524,548.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 55,175 shares
    Change vs previous 13F -9,051 shares

    0.96% of the 13F portfolio, value $13,257,566.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 64,226 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $15,280,116.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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