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Disclosery

Mittelman Wealth Management: VB position timeline

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

Mittelman Wealth Management held 1,848 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,848 shares
    Change vs previous 13F -9,835 shares

    1.29% of the 13F portfolio, value $1,949,022.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 11,683 shares
    Change vs previous 13F -3,972 shares

    1.91% of the 13F portfolio, value $3,060,115.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    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 15,655 shares
    Change vs previous 13F -1,309 shares

    2.62% of the 13F portfolio, value $4,038,425.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    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 16,964 shares
    Change vs previous 13F -5,649 shares

    2.82% of the 13F portfolio, value $4,313,798.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    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 22,613 shares
    Change vs previous 13F +6,970 shares

    4.52% of the 13F portfolio, value $5,359,030.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    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 15,643 shares
    Change vs previous 13F +3,337 shares

    3.13% of the 13F portfolio, value $3,468,961.

    13F-HR 0002021464-25-000003 filed by Mittelman Wealth Management
    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 12,306 shares
    Change vs previous 13F -4,148 shares

    2.75% of the 13F portfolio, value $2,956,885.

    13F-HR 0002021464-25-000001 filed by Mittelman Wealth Management
    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 16,454 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,903,053.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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