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Disclosery

CWC Advisors, LLC.: VUSB position timeline

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

CWC Advisors, LLC. held 237,265 VUSB 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 237,265 shares
    Change vs previous 13F +2,428 shares

    5.24% of the 13F portfolio, value $11,811,052.

    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 234,837 shares
    Change vs previous 13F +135,176 shares

    5.56% of the 13F portfolio, value $11,691,360.

    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 99,661 shares
    Change vs previous 13F +1,858 shares

    2.4% of the 13F portfolio, value $4,967,104.

    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 97,803 shares
    Change vs previous 13F +363 shares

    2.39% of the 13F portfolio, value $4,889,661.

    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 97,440 shares
    Change vs previous 13F +2,413 shares

    2.51% of the 13F portfolio, value $4,858,846.

    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 95,027 shares
    Change vs previous 13F +9,887 shares

    2.7% of the 13F portfolio, value $4,737,571.

    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 85,140 shares
    Change vs previous 13F +2,335 shares

    4.21% of the 13F portfolio, value $4,224,647.

    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 82,805 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $4,135,282.

    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).