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Martel Wealth Advisors LLC: VBR position timeline

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

Martel Wealth Advisors LLC held 17,163 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,163 shares
    Change vs previous 13F -943 shares

    0.62% of the 13F portfolio, value $3,965,168.

    13F-HR 0001941040-26-000731 filed by Martel Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,106 shares
    Change vs previous 13F -374 shares

    0.69% of the 13F portfolio, value $4,399,577.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
    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 18,480 shares
    Change vs previous 13F -470 shares

    0.68% of the 13F portfolio, value $4,014,780.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,950 shares
    Change vs previous 13F -98 shares

    0.69% of the 13F portfolio, value $4,013,421.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,048 shares
    Change vs previous 13F -483 shares

    0.7% of the 13F portfolio, value $3,975,508.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,531 shares
    Change vs previous 13F +165 shares

    0.71% of the 13F portfolio, value $3,808,740.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
    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 19,366 shares
    Change vs previous 13F +78 shares

    0.72% of the 13F portfolio, value $3,607,692.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,288 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,822,496.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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