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Disclosery

Brown Financial Advisory: VB position timeline

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

Brown Financial Advisory held 147,831 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,831 shares
    Change vs previous 13F +6,479 shares

    18.72% of the 13F portfolio, value $44,810,434.

    13F-HR 0001843853-26-000004 filed by Brown Financial Advisory
    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 141,352 shares
    Change vs previous 13F +17,345 shares

    18.36% of the 13F portfolio, value $37,022,830.

    13F-HR 0001843853-26-000002 filed by Brown Financial Advisory
    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 124,007 shares
    Change vs previous 13F +4,570 shares

    16.17% of the 13F portfolio, value $31,987,522.

    13F-HR 0001843853-26-000001 filed by Brown Financial Advisory
    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 119,437 shares
    Change vs previous 13F +2,180 shares

    15.9% of the 13F portfolio, value $30,370,357.

    13F-HR 0001843853-25-000002 filed by Brown Financial Advisory
    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 117,257 shares
    Change vs previous 13F +16,749 shares

    15.33% of the 13F portfolio, value $27,787,487.

    13F-HR 0001085146-25-004194 filed by Brown Financial Advisory
    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 100,508 shares
    Change vs previous 13F +16,572 shares

    14.05% of the 13F portfolio, value $22,287,577.

    13F-HR 0001085146-25-002457 filed by Brown Financial Advisory
    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 83,936 shares
    Change vs previous 13F +3,322 shares

    14.36% of the 13F portfolio, value $20,168,064.

    13F-HR 0001085146-25-000458 filed by Brown Financial Advisory
    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 80,614 shares
    Change vs previous 13F not available

    13.53% of the 13F portfolio, value $19,122,370.

    13F-HR 0001085146-24-005123 filed by Brown Financial Advisory
    Filed (acceptance time not in the bulk data set), ingested

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