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Emergent Wealth Advisors, LLC: VMBS position timeline

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

Emergent Wealth Advisors, LLC held 6,656 VMBS 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 6,656 shares
    Change vs previous 13F -433 shares

    0.15% of the 13F portfolio, value $295,599.

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

  2. period ended2026-06-30
    13F 7,089 shares
    Change vs previous 13F -1,895 shares

    0.17% of the 13F portfolio, value $331,824.

    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 8,984 shares
    Change vs previous 13F -40,175 shares

    0.25% of the 13F portfolio, value $421,776.

    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 49,159 shares
    Change vs previous 13F -15,454 shares

    1.3% of the 13F portfolio, value $2,314,424.

    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).

  5. period ended2025-09-30
    13F 64,613 shares
    Change vs previous 13F +6,006 shares

    1.77% of the 13F portfolio, value $3,048,699.

    13F-HR 0001754960-25-000736 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).

  6. period ended2025-06-30
    13F 58,607 shares
    Change vs previous 13F +2,251 shares

    1.82% of the 13F portfolio, value $2,845,832.

    13F-HR 0001754960-25-000735 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).

  7. period ended2025-03-31
    13F 56,356 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,609,846.

    13F-HR 0001754960-25-000734 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).