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Disclosery

LWM ADVISORS INC: VBR position timeline

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

LWM ADVISORS INC held 1,532 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,532 shares
    Change vs previous 13F +23 shares

    0.27% of the 13F portfolio, value $353,939.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,509 shares
    Change vs previous 13F -38 shares

    0.27% of the 13F portfolio, value $366,671.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,547 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $336,088.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,544 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $327,003.

    13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,544 shares
    Change vs previous 13F -1 shares

    0.29% of the 13F portfolio, value $322,249.

    13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,545 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $301,291.

    13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,545 shares
    Change vs previous 13F +250 shares

    0.3% of the 13F portfolio, value $286,969.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,295 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $256,643.

    13F-HR 0001667731-25-000618 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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