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Mason Investment Advisory Services, Inc.: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason Investment Advisory Services, Inc. on VBR, newest first. How the timeline and the estimate are built.

Mason Investment Advisory Services, Inc. held 282,251 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,251 shares
    Change vs previous 13F -784 shares

    2.61% of the 13F portfolio, value $68,584,263.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, Inc.
    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 283,035 shares
    Change vs previous 13F -2,159 shares

    2.84% of the 13F portfolio, value $61,489,381.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    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 285,194 shares
    Change vs previous 13F +3,710 shares

    2.87% of the 13F portfolio, value $60,401,307.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 281,484 shares
    Change vs previous 13F +363 shares

    2.93% of the 13F portfolio, value $58,748,577.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 281,121 shares
    Change vs previous 13F -1,798 shares

    2.99% of the 13F portfolio, value $54,821,446.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 282,919 shares
    Change vs previous 13F +310 shares

    3.18% of the 13F portfolio, value $52,704,901.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, Inc.
    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 282,609 shares
    Change vs previous 13F +330 shares

    3.28% of the 13F portfolio, value $56,007,431.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 282,279 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $56,676,006.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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