Skip to content
Disclosery

BROWN WEALTH MANAGEMENT, LLC: VBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN WEALTH MANAGEMENT, LLC on VBK, newest first. How the timeline and the estimate are built.

BROWN WEALTH MANAGEMENT, LLC held 6,546 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,546 shares
    Change vs previous 13F -37 shares

    0.54% of the 13F portfolio, value $2,393,978.

    13F-HR 0001104659-26-084985 filed by BROWN WEALTH MANAGEMENT, 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 6,583 shares
    Change vs previous 13F +40 shares

    0.51% of the 13F portfolio, value $1,989,793.

    13F-HR 0001104659-26-041337 filed by BROWN 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 ended2025-12-31
    13F 6,543 shares
    Change vs previous 13F -2,561 shares

    0.52% of the 13F portfolio, value $1,976,772.

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH 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 ended2025-09-30
    13F 9,104 shares
    Change vs previous 13F +9 shares

    0.76% of the 13F portfolio, value $2,709,441.

    13F-HR 0001104659-25-106232 filed by BROWN WEALTH 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 ended2025-06-30
    13F 9,095 shares
    Change vs previous 13F -3,979 shares

    0.78% of the 13F portfolio, value $2,518,866.

    13F-HR 0001104659-25-076161 filed by BROWN WEALTH 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 ended2025-03-31
    13F 13,074 shares
    Change vs previous 13F +2,535 shares

    1.13% of the 13F portfolio, value $3,291,729.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH 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 ended2024-12-31
    13F 10,539 shares
    Change vs previous 13F +310 shares

    1.05% of the 13F portfolio, value $2,951,451.

    13F-HR 0001104659-25-013070 filed by BROWN WEALTH 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 ended2024-09-30
    13F 10,229 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,734,951.

    13F-HR 0001104659-24-118521 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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