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Gladwyn Financial Advisors, Inc.: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gladwyn Financial Advisors, Inc. on VBR, newest first. How the timeline and the estimate are built.

Gladwyn Financial Advisors, Inc. held 51,362 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,362 shares
    Change vs previous 13F -899 shares

    7.58% of the 13F portfolio, value $11,866,148.

    13F-HR 0002078684-26-000004 filed by Gladwyn Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,261 shares
    Change vs previous 13F +1,231 shares

    7.94% of the 13F portfolio, value $12,698,867.

    13F-HR 0002078684-26-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 51,030 shares
    Change vs previous 13F +355 shares

    7.71% of the 13F portfolio, value $11,086,238.

    13F-HR 0002078684-26-000002 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 50,675 shares
    Change vs previous 13F +765 shares

    7.54% of the 13F portfolio, value $10,732,568.

    13F-HR 0002078684-26-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 49,910 shares
    Change vs previous 13F +538 shares

    7.48% of the 13F portfolio, value $10,416,631.

    13F-HR 0002078684-25-000003 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 49,372 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $9,628,095.

    13F-HR 0002078684-25-000001 filed by Gladwyn Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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