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Martel Wealth Advisors LLC: VCRB position timeline

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

Martel Wealth Advisors LLC held 1,672,614 VCRB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,672,614 shares
    Change vs previous 13F +91,834 shares

    20.32% of the 13F portfolio, value $129,180,491.

    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).

  2. period ended2026-03-31
    13F 1,580,780 shares
    Change vs previous 13F +75,672 shares

    20.82% of the 13F portfolio, value $122,320,773.

    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).

  3. period ended2025-12-31
    13F 1,505,108 shares
    Change vs previous 13F +61,076 shares

    20.02% of the 13F portfolio, value $117,240,401.

    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).

  4. period ended2025-09-30
    13F 1,444,032 shares
    Change vs previous 13F +59,428 shares

    19.84% of the 13F portfolio, value $113,226,514.

    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).

  5. period ended2025-06-30
    13F 1,384,604 shares
    Change vs previous 13F +31,915 shares

    19.91% of the 13F portfolio, value $107,417,616.

    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).

  6. period ended2025-03-31
    13F 1,352,689 shares
    Change vs previous 13F +255,537 shares

    20.86% of the 13F portfolio, value $104,738,736.

    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).

  7. period ended2024-12-31
    13F 1,097,152 shares
    Change vs previous 13F not available

    16.24% of the 13F portfolio, value $83,175,093.

    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).