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MB, LEVIS & ASSOCIATES, LLC: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MB, LEVIS & ASSOCIATES, LLC on VTEB, newest first. How the timeline and the estimate are built.

MB, LEVIS & ASSOCIATES, LLC held 64,314 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,314 shares
    Change vs previous 13F +210 shares

    1.2% of the 13F portfolio, value $3,253,004.

    13F-HR 0002065807-26-000004 filed by MB, LEVIS & ASSOCIATES, 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 64,104 shares
    Change vs previous 13F +142 shares

    1.33% of the 13F portfolio, value $3,198,130.

    13F-HR 0002065807-26-000002 filed by MB, LEVIS & ASSOCIATES, 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 63,962 shares
    Change vs previous 13F -17 shares

    1.35% of the 13F portfolio, value $3,216,648.

    13F-HR 0002065807-26-000001 filed by MB, LEVIS & ASSOCIATES, 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 63,979 shares
    Change vs previous 13F -242,774 shares

    1.39% of the 13F portfolio, value $3,203,418.

    13F-HR 0002065807-25-000017 filed by MB, LEVIS & ASSOCIATES, 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 306,753 shares
    Change vs previous 13F +6,009 shares

    6.61% of the 13F portfolio, value $15,040,116.

    13F-HR 0002065807-25-000014 filed by MB, LEVIS & ASSOCIATES, 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 300,744 shares
    Change vs previous 13F -1,121 shares

    6.93% of the 13F portfolio, value $14,922,924.

    13F-HR 0002065807-25-000012 filed by MB, LEVIS & ASSOCIATES, 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 301,865 shares
    Change vs previous 13F +5,309 shares

    7.58% of the 13F portfolio, value $15,132,495.

    13F-HR 0002065807-25-000011 filed by MB, LEVIS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 296,556 shares
    Change vs previous 13F not available

    7.48% of the 13F portfolio, value $15,159,921.

    13F-HR 0002065807-25-000010 filed by MB, LEVIS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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