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Fusion Family Wealth, LLC: VB position timeline

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

Fusion Family Wealth, LLC held 440,832 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 440,832 shares
    Change vs previous 13F -901 shares

    9.08% of the 13F portfolio, value $136,624,978.

    13F-HR 0001951757-26-001150 filed by Fusion Family 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 441,733 shares
    Change vs previous 13F +11,981 shares

    8.64% of the 13F portfolio, value $115,698,670.

    13F-HR 0001951757-26-000773 filed by Fusion Family 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 429,752 shares
    Change vs previous 13F +15,934 shares

    8.4% of the 13F portfolio, value $110,854,564.

    13F-HR 0001951757-26-000355 filed by Fusion Family 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 413,818 shares
    Change vs previous 13F +1,362 shares

    7.88% of the 13F portfolio, value $105,225,516.

    13F-HR 0001951757-25-001286 filed by Fusion Family 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 412,456 shares
    Change vs previous 13F +15,751 shares

    8.26% of the 13F portfolio, value $97,743,826.

    13F-HR 0001951757-25-001002 filed by Fusion Family 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 396,705 shares
    Change vs previous 13F +3,162 shares

    8.09% of the 13F portfolio, value $87,969,228.

    13F-HR 0001951757-25-000468 filed by Fusion Family 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 393,543 shares
    Change vs previous 13F +15,791 shares

    8.67% of the 13F portfolio, value $94,560,511.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 377,752 shares
    Change vs previous 13F not available

    8.25% of the 13F portfolio, value $89,606,630.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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