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FAMILY WEALTH PARTNERS, LLC: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAMILY WEALTH PARTNERS, LLC on VB, newest first. How the timeline and the estimate are built.

FAMILY WEALTH PARTNERS, LLC held 27,366 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,366 shares
    Change vs previous 13F -269 shares

    2.55% of the 13F portfolio, value $8,295,041.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH 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 27,635 shares
    Change vs previous 13F -286 shares

    2.47% of the 13F portfolio, value $7,238,284.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH 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 27,921 shares
    Change vs previous 13F -552 shares

    2.6% of the 13F portfolio, value $7,202,202.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH 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 28,473 shares
    Change vs previous 13F +898 shares

    2.71% of the 13F portfolio, value $7,240,230.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH 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 27,575 shares
    Change vs previous 13F -1,399 shares

    2.62% of the 13F portfolio, value $6,534,621.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH 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 28,974 shares
    Change vs previous 13F -481 shares

    2.93% of the 13F portfolio, value $6,425,072.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH 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 29,455 shares
    Change vs previous 13F +521 shares

    3.36% of the 13F portfolio, value $7,077,473.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH 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 28,934 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $6,863,529.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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