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Boston Standard Wealth Management, LLC: VCRB position timeline

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

Boston Standard Wealth Management, LLC held 978,493 VCRB shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 978,493 shares
    Change vs previous 13F +557,306 shares

    10.35% of the 13F portfolio, value $72,036,668.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 421,187 shares
    Change vs previous 13F +271,492 shares

    4.7% of the 13F portfolio, value $32,378,737.

    13F-HR 0001630939-26-000006 filed by Boston Standard Wealth 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 149,695 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $11,547,503.

    13F-HR 0001630939-26-000004 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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