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Certified Advisory Corp: VMBS position timeline

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

Certified Advisory Corp held 17,309 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,309 shares
    Change vs previous 13F -26,773 shares

    0.07% of the 13F portfolio, value $810,247.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 44,082 shares
    Change vs previous 13F +6,353 shares

    0.19% of the 13F portfolio, value $2,069,664.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 37,729 shares
    Change vs previous 13F +1,567 shares

    0.16% of the 13F portfolio, value $1,776,280.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 36,162 shares
    Change vs previous 13F +285 shares

    0.16% of the 13F portfolio, value $1,698,159.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 35,877 shares
    Change vs previous 13F -2,519 shares

    0.17% of the 13F portfolio, value $1,662,551.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 38,396 shares
    Change vs previous 13F -20,981 shares

    0.2% of the 13F portfolio, value $1,778,136.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 59,377 shares
    Change vs previous 13F +1,258 shares

    0.29% of the 13F portfolio, value $2,692,155.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 58,119 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,743,808.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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