LOWERY THOMAS, LLC: VUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOWERY THOMAS, LLC on VUSB, newest first. How the timeline and the estimate are built.
LOWERY THOMAS, LLC held 103,799 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 103,799 sharesChange vs previous 13F +18,176 shares
2.52% of the 13F portfolio, value $5,167,108.
13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 85,623 sharesChange vs previous 13F +10,120 shares
2.44% of the 13F portfolio, value $4,262,761.
13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 75,503 sharesChange vs previous 13F +4,828 shares
2.13% of the 13F portfolio, value $3,763,069.
13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 70,675 sharesChange vs previous 13F +18,727 shares
2.04% of the 13F portfolio, value $3,533,386.
13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 51,948 sharesChange vs previous 13F +10,878 shares
1.66% of the 13F portfolio, value $2,590,409.
13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 41,070 sharesChange vs previous 13F +29,473 shares
1.4% of the 13F portfolio, value $2,047,560.
13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 11,597 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $575,441.
13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).