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CWC Advisors, LLC.: VBR position timeline

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

CWC Advisors, LLC. held 16,337 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,337 shares
    Change vs previous 13F -925 shares

    1.76% of the 13F portfolio, value $3,969,728.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, 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 17,262 shares
    Change vs previous 13F +50 shares

    1.78% of the 13F portfolio, value $3,750,196.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, 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 17,212 shares
    Change vs previous 13F -403 shares

    1.76% of the 13F portfolio, value $3,645,355.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,615 shares
    Change vs previous 13F -140 shares

    1.8% of the 13F portfolio, value $3,676,452.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, LLC.
    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 17,755 shares
    Change vs previous 13F +276 shares

    1.79% of the 13F portfolio, value $3,462,426.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, LLC.
    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 17,479 shares
    Change vs previous 13F -328 shares

    1.85% of the 13F portfolio, value $3,256,185.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 17,807 shares
    Change vs previous 13F +213 shares

    3.52% of the 13F portfolio, value $3,529,015.

    13F-HR 0001520683-25-000001 filed by CWC Advisors, LLC.
    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 17,594 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $3,532,548.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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