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Disclosery

Flywheel Private Wealth LLC: VBR position timeline

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

Flywheel Private Wealth LLC held 64,484 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,484 shares
    Change vs previous 13F +4,243 shares

    7.72% of the 13F portfolio, value $15,669,110.

    13F-HR 0001725547-26-000242 filed by Flywheel Private Wealth 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 60,241 shares
    Change vs previous 13F +626 shares

    7.45% of the 13F portfolio, value $13,087,267.

    13F-HR 0001725547-26-000136 filed by Flywheel Private Wealth 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 59,615 shares
    Change vs previous 13F +2,328 shares

    7.88% of the 13F portfolio, value $12,625,773.

    13F-HR 0001725547-26-000020 filed by Flywheel Private Wealth 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 57,287 shares
    Change vs previous 13F +3,932 shares

    9.34% of the 13F portfolio, value $11,956,283.

    13F-HR 0001725547-25-004114 filed by Flywheel Private Wealth 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 53,355 shares
    Change vs previous 13F +6,348 shares

    8.35% of the 13F portfolio, value $10,404,678.

    13F-HR 0001725547-25-003450 filed by Flywheel Private Wealth 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 47,007 shares
    Change vs previous 13F +192 shares

    7.98% of the 13F portfolio, value $8,756,857.

    13F-HR 0001725547-25-001412 filed by Flywheel Private Wealth 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 46,815 shares
    Change vs previous 13F not available

    8.53% of the 13F portfolio, value $9,277,715.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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