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Mokosak Advisory Group, LLC: VB position timeline

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

Mokosak Advisory Group, LLC held 17,695 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 17,695 shares
    Change vs previous 13F -607 shares

    1.16% of the 13F portfolio, value $5,362,906.

    13F-HR 0001713112-26-000003 filed by Mokosak Advisory 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 18,302 shares
    Change vs previous 13F +337 shares

    1.2% of the 13F portfolio, value $4,793,696.

    13F-HR 0001713112-26-000002 filed by Mokosak Advisory 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 17,965 shares
    Change vs previous 13F +591 shares

    1.16% of the 13F portfolio, value $4,634,523.

    13F-HR 0001713112-26-000001 filed by Mokosak Advisory 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 17,374 shares
    Change vs previous 13F +40 shares

    1.16% of the 13F portfolio, value $4,418,417.

    13F-HR 0001713112-25-000004 filed by Mokosak Advisory 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 17,334 shares
    Change vs previous 13F +122 shares

    1.16% of the 13F portfolio, value $4,108,873.

    13F-HR 0001085146-25-003955 filed by Mokosak Advisory 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 17,212 shares
    Change vs previous 13F +193 shares

    1.18% of the 13F portfolio, value $3,817,880.

    13F-HR 0001085146-25-002248 filed by Mokosak Advisory 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 17,019 shares
    Change vs previous 13F -253 shares

    1.23% of the 13F portfolio, value $4,089,852.

    13F-HR 0001085146-25-000485 filed by Mokosak Advisory 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 17,272 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $4,097,688.

    13F-HR 0001085146-24-004954 filed by Mokosak Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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