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Disclosery

Charis Legacy Partners, LLC: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charis Legacy Partners, LLC on VB, newest first. How the timeline and the estimate are built.

Charis Legacy Partners, LLC held 0 VB shares at 2025-12-31 per its 13F-HR filed 2026-01-08.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,549 shares

    13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,549 shares
    Change vs previous 13F -818 shares

    0.59% of the 13F portfolio, value $393,763.

    13F-HR 0001754960-25-000643 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,367 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $561,018.

    13F-HR 0001754960-25-000325 filed by Charis Legacy Partners, 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 2,367 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $524,964.

    13F-HR 0001754960-25-000193 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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