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Disclosery

Leeward Financial Partners, LLC: VUSB position timeline

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

Leeward Financial Partners, LLC held 105,776 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 105,776 shares
    Change vs previous 13F -115,262 shares

    1.38% of the 13F portfolio, value $5,265,529.

    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 221,038 shares
    Change vs previous 13F +64,700 shares

    3.27% of the 13F portfolio, value $11,004,375.

    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 156,338 shares
    Change vs previous 13F +65,274 shares

    2.19% of the 13F portfolio, value $7,791,884.

    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 91,064 shares
    Change vs previous 13F -31,858 shares

    1.3% of the 13F portfolio, value $4,552,742.

    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 122,922 shares
    Change vs previous 13F +84,089 shares

    1.94% of the 13F portfolio, value $6,129,502.

    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 38,833 shares
    Change vs previous 13F +1,292 shares

    0.72% of the 13F portfolio, value $1,936,015.

    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 37,541 shares
    Change vs previous 13F +12,464 shares

    0.66% of the 13F portfolio, value $1,862,780.

    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 25,077 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,252,346.

    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).