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Disclosery

Kathmere Capital Management, LLC: VUSB position timeline

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

Kathmere Capital Management, LLC held 79,350 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,350 shares
    Change vs previous 13F +1,845 shares

    0.21% of the 13F portfolio, value $3,950,043.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 77,505 shares
    Change vs previous 13F -7,794 shares

    0.24% of the 13F portfolio, value $3,858,586.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 85,299 shares
    Change vs previous 13F -5,629 shares

    0.29% of the 13F portfolio, value $4,251,302.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 90,928 shares
    Change vs previous 13F -3,239 shares

    0.32% of the 13F portfolio, value $4,545,945.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 94,167 shares
    Change vs previous 13F -49,026 shares

    0.36% of the 13F portfolio, value $4,695,638.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 143,193 shares
    Change vs previous 13F +31,517 shares

    0.61% of the 13F portfolio, value $7,138,887.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 111,676 shares
    Change vs previous 13F +31,030 shares

    0.5% of the 13F portfolio, value $5,541,363.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 80,646 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,027,461.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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