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Leeward Financial Partners, LLC: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leeward Financial Partners, LLC on VB, newest first. How the timeline and the estimate are built.

Leeward Financial Partners, LLC held 39,856 VB 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 39,856 shares
    Change vs previous 13F +624 shares

    3.17% of the 13F portfolio, value $12,081,178.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, 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 39,232 shares
    Change vs previous 13F -5,060 shares

    3.06% of the 13F portfolio, value $10,275,519.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, 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 44,292 shares
    Change vs previous 13F +675 shares

    3.21% of the 13F portfolio, value $11,425,067.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, 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 43,617 shares
    Change vs previous 13F +2,661 shares

    3.16% of the 13F portfolio, value $11,090,943.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, 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 40,956 shares
    Change vs previous 13F +1,453 shares

    3.08% of the 13F portfolio, value $9,705,799.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, 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 39,503 shares
    Change vs previous 13F +2,521 shares

    3.27% of the 13F portfolio, value $8,759,833.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, 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 36,982 shares
    Change vs previous 13F +4,953 shares

    3.17% of the 13F portfolio, value $8,885,918.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, 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 32,029 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $7,597,643.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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