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Mokosak Advisory Group, LLC: VBR position timeline

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

Mokosak Advisory Group, LLC held 327,918 VBR 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 327,918 shares
    Change vs previous 13F +3,424 shares

    17.26% of the 13F portfolio, value $79,684,094.

    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 324,494 shares
    Change vs previous 13F +1,076 shares

    17.65% of the 13F portfolio, value $70,508,816.

    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 323,418 shares
    Change vs previous 13F +13,692 shares

    17.19% of the 13F portfolio, value $68,500,411.

    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 309,726 shares
    Change vs previous 13F +4,717 shares

    16.91% of the 13F portfolio, value $64,643,411.

    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 305,009 shares
    Change vs previous 13F +7,610 shares

    16.82% of the 13F portfolio, value $59,483,091.

    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 297,399 shares
    Change vs previous 13F +8,239 shares

    17.11% of the 13F portfolio, value $55,405,637.

    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 289,160 shares
    Change vs previous 13F +631 shares

    17.18% of the 13F portfolio, value $57,305,324.

    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 288,529 shares
    Change vs previous 13F not available

    17.37% of the 13F portfolio, value $57,932,265.

    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).