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Kovack Advisors, Inc.: VMBS position timeline

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

Kovack Advisors, Inc. held 23,132 VMBS 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 23,132 shares
    Change vs previous 13F +2,642 shares

    0.05% of the 13F portfolio, value $1,077,677.

    13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
    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 20,490 shares
    Change vs previous 13F -416 shares

    0.05% of the 13F portfolio, value $959,789.

    13F-HR 0001728321-26-000003 filed by Kovack 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 ended2025-12-31
    13F/A 20,906 shares
    Change vs previous 13F +2,559 shares

    0.05% of the 13F portfolio, value $984,264.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 ended2025-09-30
    13F 18,347 shares
    Change vs previous 13F +32 shares

    0.08% of the 13F portfolio, value $861,562.

    13F-HR 0001728321-25-000005 filed by Kovack 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 ended2025-06-30
    13F 18,315 shares
    Change vs previous 13F +242 shares

    0.08% of the 13F portfolio, value $848,732.

    13F-HR 0001085146-25-004483 filed by Kovack 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 ended2025-03-31
    13F 18,073 shares
    Change vs previous 13F +2,908 shares

    0.09% of the 13F portfolio, value $836,950.

    13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
    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 15,165 shares
    Change vs previous 13F +178 shares

    0.07% of the 13F portfolio, value $687,591.

    13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
    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 14,987 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $707,553.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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