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Michels Family Financial, LLC: VBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Michels Family Financial, LLC on VBK, newest first. How the timeline and the estimate are built.

Michels Family Financial, LLC held 5,336 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,336 shares
    Change vs previous 13F +114 shares

    1.25% of the 13F portfolio, value $1,951,317.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 5,222 shares
    Change vs previous 13F +83 shares

    1.14% of the 13F portfolio, value $1,578,202.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 5,139 shares
    Change vs previous 13F +148 shares

    1.14% of the 13F portfolio, value $1,552,487.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 4,991 shares
    Change vs previous 13F +117 shares

    1.16% of the 13F portfolio, value $1,485,273.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 4,874 shares
    Change vs previous 13F +84 shares

    1.15% of the 13F portfolio, value $1,349,744.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 4,790 shares
    Change vs previous 13F +99 shares

    1.09% of the 13F portfolio, value $1,205,985.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 4,691 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,313,724.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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