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Disclosery

Ellis Investment Partners, LLC: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on VMBS, newest first. How the timeline and the estimate are built.

Ellis Investment Partners, LLC held 13,224 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,224 shares
    Change vs previous 13F +2,452 shares

    0.09% of the 13F portfolio, value $619,032.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 10,772 shares
    Change vs previous 13F +4,027 shares

    0.09% of the 13F portfolio, value $505,777.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 6,745 shares
    Change vs previous 13F -405 shares

    0.06% of the 13F portfolio, value $317,568.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 7,150 shares
    Change vs previous 13F -298 shares

    0.06% of the 13F portfolio, value $335,784.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 7,448 shares
    Change vs previous 13F -338 shares

    0.07% of the 13F portfolio, value $345,144.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 7,786 shares
    Change vs previous 13F +22 shares

    0.07% of the 13F portfolio, value $360,557.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 7,764 shares
    Change vs previous 13F +252 shares

    0.07% of the 13F portfolio, value $352,024.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 7,512 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $354,662.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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