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Disclosery

Bridgewealth Advisory Group, LLC: VBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bridgewealth Advisory Group, LLC on VBIL, newest first. How the timeline and the estimate are built.

Bridgewealth Advisory Group, LLC held 686,345 VBIL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 686,345 shares
    Change vs previous 13F -106,883 shares

    9.8% of the 13F portfolio, value $51,942,590.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 793,228 shares
    Change vs previous 13F +160,239 shares

    12.45% of the 13F portfolio, value $60,007,698.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 632,989 shares
    Change vs previous 13F -86,118 shares

    10.54% of the 13F portfolio, value $47,746,360.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 719,107 shares
    Change vs previous 13F +93,555 shares

    12.6% of the 13F portfolio, value $54,375,276.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 625,552 shares
    Change vs previous 13F +616,934 shares

    12% of the 13F portfolio, value $47,260,454.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 8,618 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $650,142.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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