Skip to content
Disclosery

Genesis Financial Group, LLC: VBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Genesis Financial Group, LLC on VBK, newest first. How the timeline and the estimate are built.

Genesis Financial Group, LLC held 5,520 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,520 shares
    Change vs previous 13F +144 shares

    1.31% of the 13F portfolio, value $2,018,498.

    13F-HR 0002097587-26-000004 filed by Genesis Financial Group, 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 5,376 shares
    Change vs previous 13F +163 shares

    1.09% of the 13F portfolio, value $1,625,031.

    13F-HR 0002097587-26-000002 filed by Genesis Financial Group, 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 5,213 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,575,009.

    13F-HR 0002097587-26-000001 filed by Genesis Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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