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Bramshill Investments, LLC: VUSB position timeline

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

Bramshill Investments, LLC held 3,112,942 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,112,942 shares
    Change vs previous 13F +11,058 shares

    11.85% of the 13F portfolio, value $154,962,238.

    13F-HR 0001214659-26-010163 filed by Bramshill Investments, 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 3,101,884 shares
    Change vs previous 13F -58,086 shares

    13.3% of the 13F portfolio, value $154,427,295.

    13F-HR 0001214659-26-006351 filed by Bramshill Investments, 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 3,159,970 shares
    Change vs previous 13F +656,947 shares

    8.9% of the 13F portfolio, value $157,492,905.

    13F-HR 0001214659-26-001832 filed by Bramshill Investments, 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 2,503,023 shares
    Change vs previous 13F +46,616 shares

    8.55% of the 13F portfolio, value $125,138,635.

    13F-HR 0001214659-25-016489 filed by Bramshill Investments, 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 2,456,407 shares
    Change vs previous 13F +453,534 shares

    12.81% of the 13F portfolio, value $122,488,735.

    13F-HR 0001214659-25-012046 filed by Bramshill Investments, 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 2,002,873 shares
    Change vs previous 13F not available

    10.19% of the 13F portfolio, value $99,853,233.

    13F-HR 0001214659-25-007675 filed by Bramshill Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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