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McClarren Financial Advisors, Inc.: VUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McClarren Financial Advisors, Inc. on VUSB, newest first. How the timeline and the estimate are built.

McClarren Financial Advisors, Inc. held 330,616 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,616 shares
    Change vs previous 13F +20,821 shares

    8.51% of the 13F portfolio, value $16,458,049.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, 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 309,795 shares
    Change vs previous 13F +229,986 shares

    9.13% of the 13F portfolio, value $15,423,130.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, 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 79,809 shares
    Change vs previous 13F -96,104 shares

    8.2% of the 13F portfolio, value $13,740,294.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, 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 175,913 shares
    Change vs previous 13F -66,082 shares

    7.29% of the 13F portfolio, value $11,923,248.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, 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 241,995 shares
    Change vs previous 13F +83,926 shares

    7.85% of the 13F portfolio, value $12,067,061.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, 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 158,069 shares
    Change vs previous 13F -90,025 shares

    8.49% of the 13F portfolio, value $12,837,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, 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 248,094 shares
    Change vs previous 13F +126,777 shares

    34.55% of the 13F portfolio, value $12,310,000.

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, 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 121,317 shares
    Change vs previous 13F not available

    6.63% of the 13F portfolio, value $51,684,000.

    13F-HR 0001792704-24-000021 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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