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MilWealth Group LLC: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MilWealth Group LLC on VB, newest first. How the timeline and the estimate are built.

MilWealth Group LLC held 173,301 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,301 shares
    Change vs previous 13F +504 shares

    11.2% of the 13F portfolio, value $52,530,956.

    13F-HR 0001972750-26-000005 filed by MilWealth Group 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 172,797 shares
    Change vs previous 13F +476 shares

    10.77% of the 13F portfolio, value $45,259,036.

    13F-HR 0001972750-26-000004 filed by MilWealth Group 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 172,321 shares
    Change vs previous 13F +1,926 shares

    10.58% of the 13F portfolio, value $44,450,085.

    13F-HR 0001972750-26-000001 filed by MilWealth Group 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 170,395 shares
    Change vs previous 13F +649 shares

    10.56% of the 13F portfolio, value $43,331,013.

    13F-HR 0001972750-25-000008 filed by MilWealth Group 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 169,746 shares
    Change vs previous 13F +4,090 shares

    10.36% of the 13F portfolio, value $40,229,376.

    13F-HR 0001972750-25-000006 filed by MilWealth Group 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 165,656 shares
    Change vs previous 13F +411 shares

    10.12% of the 13F portfolio, value $36,734,145.

    13F-HR 0001972750-25-000004 filed by MilWealth Group 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 165,245 shares
    Change vs previous 13F -2,364 shares

    10.84% of the 13F portfolio, value $39,705,129.

    13F-HR 0001972750-25-000002 filed by MilWealth Group 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 167,609 shares
    Change vs previous 13F not available

    11.66% of the 13F portfolio, value $39,761,074.

    13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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