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Disclosery

InvesTrust: VBR position timeline

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

InvesTrust held 8,606 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,606 shares
    Change vs previous 13F -5 shares

    0.8% of the 13F portfolio, value $2,091,171.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 8,611 shares
    Change vs previous 13F +28 shares

    0.79% of the 13F portfolio, value $1,870,739.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 8,583 shares
    Change vs previous 13F +134 shares

    0.7% of the 13F portfolio, value $1,817,793.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 8,449 shares
    Change vs previous 13F +135 shares

    0.65% of the 13F portfolio, value $1,763,390.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 8,314 shares
    Change vs previous 13F -14 shares

    0.63% of the 13F portfolio, value $1,621,313.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 8,328 shares
    Change vs previous 13F +155 shares

    0.42% of the 13F portfolio, value $1,551,423.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 8,173 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,615,230.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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