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Disclosery

MA Private Wealth: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MA Private Wealth on VMBS, newest first. How the timeline and the estimate are built.

MA Private Wealth held 387,032 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,032 shares
    Change vs previous 13F +71,021 shares

    2.7% of the 13F portfolio, value $18,116,964.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 316,011 shares
    Change vs previous 13F +10,363 shares

    2.51% of the 13F portfolio, value $14,836,712.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 305,648 shares
    Change vs previous 13F +503 shares

    2.4% of the 13F portfolio, value $14,389,904.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 305,145 shares
    Change vs previous 13F -4,146 shares

    2.41% of the 13F portfolio, value $14,329,605.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 309,291 shares
    Change vs previous 13F -284,094 shares

    2.56% of the 13F portfolio, value $14,332,522.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 593,385 shares
    Change vs previous 13F +3,044 shares

    5.17% of the 13F portfolio, value $27,479,655.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 590,341 shares
    Change vs previous 13F +16,707 shares

    5% of the 13F portfolio, value $26,766,041.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 573,634 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $27,081,260.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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