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Disclosery

Joseph Group Capital Management: VUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joseph Group Capital Management on VUSB, newest first. How the timeline and the estimate are built.

Joseph Group Capital Management held 19,981 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,981 shares
    Change vs previous 13F -2,844 shares

    0.21% of the 13F portfolio, value $994,654.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 22,825 shares
    Change vs previous 13F +3,057 shares

    0.28% of the 13F portfolio, value $1,136,343.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 19,768 shares
    Change vs previous 13F -6,039 shares

    0.26% of the 13F portfolio, value $985,237.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 25,807 shares
    Change vs previous 13F -3,761 shares

    0.36% of the 13F portfolio, value $1,290,221.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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/A 29,568 shares
    Change vs previous 13F -1,461 shares

    0.5% of the 13F portfolio, value $1,474,408.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 31,029 shares
    Change vs previous 13F -2,969 shares

    0.59% of the 13F portfolio, value $1,546,951.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    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 33,998 shares
    Change vs previous 13F -18,702 shares

    0.66% of the 13F portfolio, value $1,686,981.

    13F-HR 0001910383-25-000001 filed by Joseph Group Capital Management
    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 52,700 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,631,838.

    13F-HR 0001910383-24-000005 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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