Skip to content
Disclosery

Emergent Wealth Advisors, LLC: VCRB position timeline

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

Emergent Wealth Advisors, LLC held 53,762 VCRB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,762 shares
    Change vs previous 13F -132 shares

    2.07% of the 13F portfolio, value $3,957,963.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,894 shares
    Change vs previous 13F +5,178 shares

    2.14% of the 13F portfolio, value $4,119,707.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 48,716 shares
    Change vs previous 13F +35,316 shares

    2.23% of the 13F portfolio, value $3,769,658.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 13,400 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,043,793.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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