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Disclosery

National Wealth Management Group, LLC: VUSB position timeline

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

National Wealth Management Group, LLC held 61,789 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,789 shares
    Change vs previous 13F -19,064 shares

    0.95% of the 13F portfolio, value $3,075,856.

    13F-HR 0001977723-26-000004 filed by National Wealth Management 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 80,853 shares
    Change vs previous 13F +70,223 shares

    1.5% of the 13F portfolio, value $4,025,267.

    13F-HR 0001977723-26-000002 filed by National Wealth Management 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 10,630 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $529,799.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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