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Forthright Family Wealth Advisory LLC: VMBS position timeline

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

Forthright Family Wealth Advisory LLC held 107,074 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,074 shares
    Change vs previous 13F -28,348 shares

    2.84% of the 13F portfolio, value $5,012,117.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 135,422 shares
    Change vs previous 13F +31,285 shares

    4.14% of the 13F portfolio, value $6,176,604.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 104,137 shares
    Change vs previous 13F +3,616 shares

    3.08% of the 13F portfolio, value $4,902,756.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 100,521 shares
    Change vs previous 13F -10,467 shares

    2.9% of the 13F portfolio, value $4,720,466.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 110,988 shares
    Change vs previous 13F -4,922 shares

    3.26% of the 13F portfolio, value $5,143,206.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 115,910 shares
    Change vs previous 13F -182 shares

    3.55% of the 13F portfolio, value $5,367,788.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 116,092 shares
    Change vs previous 13F -9,328 shares

    3.42% of the 13F portfolio, value $5,263,592.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 125,420 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $5,823,270.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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