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Disclosery

LPWM LLC: VBR position timeline

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

LPWM LLC held 4,027 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,027 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $978,457.

    13F-HR 0001951757-26-001044 filed by LPWM 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 4,027 shares
    Change vs previous 13F +49 shares

    0.22% of the 13F portfolio, value $874,809.

    13F-HR 0001951757-26-000557 filed by LPWM 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 3,978 shares
    Change vs previous 13F +1,758 shares

    0.21% of the 13F portfolio, value $842,445.

    13F-HR 0001951757-26-000010 filed by LPWM 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 2,220 shares
    Change vs previous 13F +60 shares

    0.12% of the 13F portfolio, value $463,435.

    13F-HR 0001951757-25-001174 filed by LPWM 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 2,160 shares
    Change vs previous 13F +688 shares

    0.12% of the 13F portfolio, value $421,288.

    13F-HR 0001951757-25-000587 filed by LPWM 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 1,472 shares
    Change vs previous 13F -112 shares

    0.09% of the 13F portfolio, value $274,283.

    13F-HR 0001951757-25-000345 filed by LPWM 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 1,584 shares
    Change vs previous 13F -59 shares

    0.1% of the 13F portfolio, value $313,947.

    13F-HR 0001951757-25-000018 filed by LPWM 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 1,643 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $324,262.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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