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Disclosery

Clear Point Advisors Inc.: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Point Advisors Inc. on VBR, newest first. How the timeline and the estimate are built.

Clear Point Advisors Inc. held 5,892 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,892 shares
    Change vs previous 13F +5,892 shares

    1.27% of the 13F portfolio, value $1,431,709.

    13F-HR 0001754960-26-000665 filed by Clear Point Advisors Inc.
    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 0 shares
    Change vs previous 13F -5,559 shares

    13F-HR 0001754960-26-000345 filed by Clear Point Advisors Inc.
    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.

  3. period ended2025-12-31
    13F 5,559 shares
    Change vs previous 13F -265 shares

    0.91% of the 13F portfolio, value $1,177,360.

    13F-HR 0001754960-26-000165 filed by Clear Point Advisors Inc.
    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 5,824 shares
    Change vs previous 13F +176 shares

    0.94% of the 13F portfolio, value $1,215,496.

    13F-HR 0001754960-25-000714 filed by Clear Point Advisors Inc.
    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 5,648 shares
    Change vs previous 13F -52 shares

    0.93% of the 13F portfolio, value $1,101,382.

    13F-HR 0001754960-25-000415 filed by Clear Point Advisors Inc.
    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 5,700 shares
    Change vs previous 13F -228 shares

    0.95% of the 13F portfolio, value $1,061,820.

    13F-HR 0001754960-25-000225 filed by Clear Point Advisors Inc.
    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 5,928 shares
    Change vs previous 13F +10 shares

    1% of the 13F portfolio, value $1,174,879.

    13F-HR 0001754960-25-000091 filed by Clear Point Advisors Inc.
    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 5,918 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,188,222.

    13F-HR 0002010474-24-000005 filed by Clear Point Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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