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Leeward Financial Partners, LLC: VBK position timeline

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

Leeward Financial Partners, LLC held 18,618 VBK 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 18,618 shares
    Change vs previous 13F +49 shares

    1.79% of the 13F portfolio, value $6,808,452.

    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 18,569 shares
    Change vs previous 13F -5,096 shares

    1.67% of the 13F portfolio, value $5,612,339.

    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 23,665 shares
    Change vs previous 13F -423 shares

    2.01% of the 13F portfolio, value $7,149,574.

    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 24,088 shares
    Change vs previous 13F +1,614 shares

    2.04% of the 13F portfolio, value $7,169,135.

    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 22,474 shares
    Change vs previous 13F +378 shares

    1.97% of the 13F portfolio, value $6,223,969.

    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 22,096 shares
    Change vs previous 13F +637 shares

    2.08% of the 13F portfolio, value $5,563,128.

    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 21,459 shares
    Change vs previous 13F +644 shares

    2.14% of the 13F portfolio, value $6,009,784.

    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 20,815 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $5,565,249.

    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).