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Disclosery

Fiduciary Wealth Partners, LLC: VB position timeline

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

Fiduciary Wealth Partners, LLC held 44,238 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,238 shares
    Change vs previous 13F -8,729 shares

    7.38% of the 13F portfolio, value $13,409,522.

    13F-HR 0001376474-26-000529 filed by Fiduciary 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 52,967 shares
    Change vs previous 13F -17,920 shares

    9.08% of the 13F portfolio, value $13,873,170.

    13F-HR 0001376474-26-000350 filed by Fiduciary 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 70,887 shares
    Change vs previous 13F -221 shares

    7.5% of the 13F portfolio, value $18,285,190.

    13F-HR 0001376474-26-000077 filed by Fiduciary 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 71,108 shares
    Change vs previous 13F +49,542 shares

    7.59% of the 13F portfolio, value $18,081,224.

    13F-HR 0001376474-25-000877 filed by Fiduciary 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 21,566 shares
    Change vs previous 13F -32,611 shares

    4.81% of the 13F portfolio, value $5,110,609.

    13F-HR 0001376474-25-000691 filed by Fiduciary 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 54,177 shares
    Change vs previous 13F not available

    10.38% of the 13F portfolio, value $12,013,682.

    13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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