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BOS Asset Management, LLC: VPU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOS Asset Management, LLC on VPU, newest first. How the timeline and the estimate are built.

BOS Asset Management, LLC held 3,624 VPU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,624 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $619,704.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,624 shares
    Change vs previous 13F -44 shares

    0.16% of the 13F portfolio, value $709,326.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, 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 3,668 shares
    Change vs previous 13F -238 shares

    0.19% of the 13F portfolio, value $726,778.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, 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 3,906 shares
    Change vs previous 13F -3,120 shares

    0.19% of the 13F portfolio, value $722,766.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, 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 7,026 shares
    Change vs previous 13F +387 shares

    0.37% of the 13F portfolio, value $1,330,795.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, 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 6,639 shares
    Change vs previous 13F -262 shares

    0.37% of the 13F portfolio, value $1,171,850.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, 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 6,901 shares
    Change vs previous 13F -824 shares

    0.4% of the 13F portfolio, value $1,178,760.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, 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 7,725 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,262,420.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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