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Disclosery

Lakewood Asset Management LLC: VUSB position timeline

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

Lakewood Asset Management LLC held 66,809 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 66,809 shares
    Change vs previous 13F +9,573 shares

    1.82% of the 13F portfolio, value $3,325,754.

    13F-HR 0001754960-26-000685 filed by Lakewood Asset 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 57,236 shares
    Change vs previous 13F +4,127 shares

    1.82% of the 13F portfolio, value $2,849,473.

    13F-HR 0001754960-26-000307 filed by Lakewood Asset 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 53,109 shares
    Change vs previous 13F +16,279 shares

    1.56% of the 13F portfolio, value $2,646,941.

    13F-HR 0001754960-26-000120 filed by Lakewood Asset 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 36,830 shares
    Change vs previous 13F +9,439 shares

    1.11% of the 13F portfolio, value $1,841,310.

    13F-HR 0001754960-25-000708 filed by Lakewood Asset 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 27,391 shares
    Change vs previous 13F +1,896 shares

    0.91% of the 13F portfolio, value $1,365,866.

    13F-HR 0001754960-25-000411 filed by Lakewood Asset 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 25,495 shares
    Change vs previous 13F +12,113 shares

    0.86% of the 13F portfolio, value $1,271,029.

    13F-HR 0001754960-25-000248 filed by Lakewood Asset 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 13,382 shares
    Change vs previous 13F +342 shares

    0.46% of the 13F portfolio, value $663,997.

    13F-HR 0001754960-25-000025 filed by Lakewood Asset 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 13,040 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $651,238.

    13F-HR 0001754960-24-000473 filed by Lakewood Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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