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Financial Advisory Corp: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advisory Corp on VBR, newest first. How the timeline and the estimate are built.

Financial Advisory Corp held 258,499 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,499 shares
    Change vs previous 13F -26,192 shares

    8.33% of the 13F portfolio, value $62,812,735.

    13F-HR 0002085853-26-000681 filed by Financial Advisory Corp
    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 284,691 shares
    Change vs previous 13F -45 shares

    8.59% of the 13F portfolio, value $61,849,085.

    13F-HR 0002085853-26-000355 filed by Financial Advisory Corp
    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 284,736 shares
    Change vs previous 13F +1,978 shares

    8.77% of the 13F portfolio, value $60,304,323.

    13F-HR 0002085853-26-000103 filed by Financial Advisory Corp
    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 282,758 shares
    Change vs previous 13F +6,976 shares

    8.69% of the 13F portfolio, value $59,014,440.

    13F-HR 0002085853-25-000032 filed by Financial Advisory Corp
    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 275,782 shares
    Change vs previous 13F +7,187 shares

    8.25% of the 13F portfolio, value $53,780,346.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    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 268,595 shares
    Change vs previous 13F +22,504 shares

    8.28% of the 13F portfolio, value $50,036,590.

    13F-HR 0001667731-25-000419 filed by Financial Advisory Corp
    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 246,091 shares
    Change vs previous 13F not available

    8.51% of the 13F portfolio, value $48,770,309.

    13F-HR 0001667731-25-000315 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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