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Disclosery

Flywheel Private Wealth LLC: VMBS position timeline

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

Flywheel Private Wealth LLC held 7,200 VMBS 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 7,200 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $337,032.

    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 7,200 shares
    Change vs previous 13F +800 shares

    0.19% of the 13F portfolio, value $338,040.

    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 6,400 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $301,312.

    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 6,400 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $300,544.

    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).