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Foster Victor Wealth Advisors, LLC: VTEB position timeline

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

Foster Victor Wealth Advisors, LLC held 325,726 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 325,726 shares
    Change vs previous 13F +12,161 shares

    0.86% of the 13F portfolio, value $16,380,741.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 313,565 shares
    Change vs previous 13F +10,794 shares

    0.9% of the 13F portfolio, value $15,784,877.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, 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 302,771 shares
    Change vs previous 13F -2,103 shares

    0.89% of the 13F portfolio, value $15,320,199.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 304,874 shares
    Change vs previous 13F -318 shares

    0.95% of the 13F portfolio, value $15,237,604.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, 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 305,192 shares
    Change vs previous 13F +1,436 shares

    1.01% of the 13F portfolio, value $14,939,160.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, 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 303,756 shares
    Change vs previous 13F +24 shares

    1.18% of the 13F portfolio, value $14,619,770.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, 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 303,732 shares
    Change vs previous 13F +8,350 shares

    1.16% of the 13F portfolio, value $15,168,377.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, 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 295,382 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $14,975,876.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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