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Disclosery

CBM Financial, LLC: VUG position timeline

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

CBM Financial, LLC held 24,178 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,178 shares
    Change vs previous 13F -1,403 shares

    1.23% of the 13F portfolio, value $2,061,693.

    13F-HR 0001986152-26-000117 filed by CBM Financial, 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 25,581 shares
    Change vs previous 13F +21,232 shares

    1.32% of the 13F portfolio, value $2,110,462.

    13F-HR 0001986152-26-000084 filed by CBM Financial, 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 4,349 shares
    Change vs previous 13F -1,200 shares

    1.37% of the 13F portfolio, value $2,011,493.

    13F-HR 0001986152-26-000045 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 5,549 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,292,221.

    13F-HR 0001986152-25-000048 filed by CBM Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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