Litman Gregory Wealth Management LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Litman Gregory Wealth Management LLC on VB, newest first. How the timeline and the estimate are built.
Litman Gregory Wealth Management LLC held 1,563 VB shares at 2025-12-31 per its 13F-HR filed 2026-02-12.
the latest 13F is the newest step
- period ended2025-12-3113F 1,563 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $403,176.
13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,563 sharesChange vs previous 13F -391 shares
0.03% of the 13F portfolio, value $397,440.
13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,954 sharesChange vs previous 13F -300 shares
0.04% of the 13F portfolio, value $463,059.
13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,254 sharesChange vs previous 13F -339 shares
0.04% of the 13F portfolio, value $499,825.
13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,593 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $623,047.
13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,593 sharesChange vs previous 13F +21 shares
0.05% of the 13F portfolio, value $615,086.
13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,572 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $560,799.
13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,572 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $587,934.
13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).