Skip to content
Disclosery

Certus Wealth Management, LLC: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certus Wealth Management, LLC on VMBS, newest first. How the timeline and the estimate are built.

Certus Wealth Management, LLC held 52,333 VMBS shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 52,333 shares
    Change vs previous 13F +5,304 shares

    1.47% of the 13F portfolio, value $2,457,558.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 47,029 shares
    Change vs previous 13F +2,289 shares

    1.4% of the 13F portfolio, value $2,179,324.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 44,740 shares
    Change vs previous 13F -3,354 shares

    1.38% of the 13F portfolio, value $2,035,670.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 48,094 shares
    Change vs previous 13F +570 shares

    1.47% of the 13F portfolio, value $2,190,682.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 47,524 shares
    Change vs previous 13F -4,448 shares

    1.56% of the 13F portfolio, value $2,243,608.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 51,972 shares
    Change vs previous 13F -16,491 shares

    1.79% of the 13F portfolio, value $2,359,529.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 68,463 shares
    Change vs previous 13F -7,174 shares

    2.44% of the 13F portfolio, value $3,063,719.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 75,637 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $3,506,531.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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