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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

  1. period ended2026-06-30
    13F 103,799 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,623 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,503 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 70,675 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,948 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,070 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,597 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).