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Disclosery

Leeward Financial Partners, LLC: VBR position timeline

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

Leeward Financial Partners, LLC held 30,097 VBR 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 30,097 shares
    Change vs previous 13F -1,094 shares

    1.92% of the 13F portfolio, value $7,313,270.

    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 31,191 shares
    Change vs previous 13F -7,574 shares

    2.02% of the 13F portfolio, value $6,776,245.

    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 38,765 shares
    Change vs previous 13F -511 shares

    2.31% of the 13F portfolio, value $8,210,039.

    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 39,276 shares
    Change vs previous 13F +2,414 shares

    2.33% of the 13F portfolio, value $8,197,294.

    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 36,862 shares
    Change vs previous 13F -73 shares

    2.28% of the 13F portfolio, value $7,188,459.

    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 36,935 shares
    Change vs previous 13F +969 shares

    2.57% of the 13F portfolio, value $6,880,621.

    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 35,966 shares
    Change vs previous 13F +1,509 shares

    2.54% of the 13F portfolio, value $7,127,742.

    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 34,457 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $6,918,276.

    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).