MorganRosel Wealth Management, LLC: VUSB position timeline

MorganRosel Wealth Management, LLC held 117,316 VUSB 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 117,316 shares

   Change vs previous 13F +16,530 shares

   1.97% of the 13F portfolio, value $5,839,990.

   13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 100,786 shares

   Change vs previous 13F -67,496 shares

   1.98% of the 13F portfolio, value $5,017,631.

   13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 168,282 shares

   Change vs previous 13F +12,790 shares

   2.1% of the 13F portfolio, value $8,387,175.

   13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 155,492 shares

   Change vs previous 13F +39,426 shares

   2.01% of the 13F portfolio, value $7,773,823.

   13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 116,066 shares

   Change vs previous 13F +1,958 shares

   1.58% of the 13F portfolio, value $5,787,631.

   13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 114,108 shares

   Change vs previous 13F +48,747 shares

   1.73% of the 13F portfolio, value $5,688,855.

   13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 65,361 shares

   Change vs previous 13F +1,061 shares

   1.06% of the 13F portfolio, value $3,243,213.

   13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 64,300 shares

   Change vs previous 13F not available

   1.06% of the 13F portfolio, value $3,211,142.

   13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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