Skip to content
Disclosery

FAMILY WEALTH PARTNERS, LLC: VBR position timeline

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

FAMILY WEALTH PARTNERS, LLC held 47,274 VBR 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 47,274 shares
    Change vs previous 13F -210 shares

    3.53% of the 13F portfolio, value $11,487,178.

    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 47,484 shares
    Change vs previous 13F -916 shares

    3.52% of the 13F portfolio, value $10,315,839.

    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 48,400 shares
    Change vs previous 13F -1,045 shares

    3.69% of the 13F portfolio, value $10,250,663.

    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 49,445 shares
    Change vs previous 13F +1,866 shares

    3.87% of the 13F portfolio, value $10,319,654.

    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 47,579 shares
    Change vs previous 13F -1,512 shares

    3.71% of the 13F portfolio, value $9,278,336.

    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 49,091 shares
    Change vs previous 13F -950 shares

    4.17% of the 13F portfolio, value $9,145,089.

    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 50,041 shares
    Change vs previous 13F +2,478 shares

    4.71% of the 13F portfolio, value $9,917,096.

    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 47,563 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $9,549,658.

    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).