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Disclosery

DiPaolo Financial Group, Inc.: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DiPaolo Financial Group, Inc. on VMBS, newest first. How the timeline and the estimate are built.

DiPaolo Financial Group, Inc. held 129,184 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,184 shares
    Change vs previous 13F +5,473 shares

    3.95% of the 13F portfolio, value $6,047,082.

    13F-HR 0002085853-26-000674 filed by DiPaolo Financial Group, 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 123,711 shares
    Change vs previous 13F +28,015 shares

    4.23% of the 13F portfolio, value $5,808,234.

    13F-HR 0002085853-26-000484 filed by DiPaolo Financial Group, Inc.
    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 95,696 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $4,505,347.

    13F-HR 0002085853-26-000284 filed by DiPaolo Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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