Daner Wealth Management, LLC: VUSB position timeline

Daner Wealth Management, LLC held 13,403 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,403 shares

   Change vs previous 13F -1,091 shares

   0.36% of the 13F portfolio, value $666,330.

   13F-HR 0001956649-26-000003 filed by Daner Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 14,494 shares

   Change vs previous 13F +396 shares

   0.42% of the 13F portfolio, value $720,497.

   13F-HR 0001956649-26-000002 filed by Daner Wealth Management, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 14,098 shares

   Change vs previous 13F -2,107 shares

   0.43% of the 13F portfolio, value $704,054.

   13F-HR 0001956649-26-000001 filed by Daner Wealth Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 16,205 shares

   Change vs previous 13F +407 shares

   0.53% of the 13F portfolio, value $809,278.

   13F-HR 0001956649-25-000006 filed by Daner Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 15,798 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $787,056.

   13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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