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Ledgewood Wealth Advisors, LLC: VBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ledgewood Wealth Advisors, LLC on VBIL, newest first. How the timeline and the estimate are built.

Ledgewood Wealth Advisors, LLC held 83,404 VBIL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 83,404 shares
    Change vs previous 13F +4,598 shares

    3.48% of the 13F portfolio, value $6,315,343.

    13F-HR 0001085146-26-000845 filed by Ledgewood Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,806 shares
    Change vs previous 13F +27,742 shares

    3.17% of the 13F portfolio, value $5,964,020.

    13F-HR 0002064043-26-000003 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 51,064 shares
    Change vs previous 13F +2,267 shares

    2.17% of the 13F portfolio, value $3,862,986.

    13F-HR 0002064043-26-000002 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 48,797 shares
    Change vs previous 13F +27,102 shares

    2.12% of the 13F portfolio, value $3,680,779.

    13F-HR 0002064043-26-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,695 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,640,467.

    13F-HR 0002064043-25-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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