Old North State Wealth Management, LLC: VBR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Old North State Wealth Management, LLC on VBR, newest first. How the timeline and the estimate are built.
Old North State Wealth Management, LLC held 1,763 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 1,763 sharesChange vs previous 13F -62 shares
0.18% of the 13F portfolio, value $429,238.
13F-HR 0002041262-26-000003 filed by Old North State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,825 sharesChange vs previous 13F -6 shares
0.18% of the 13F portfolio, value $397,515.
13F-HR 0002041262-26-000002 filed by Old North State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,831 sharesChange vs previous 13F +15 shares
0.18% of the 13F portfolio, value $388,811.
13F-HR 0002041262-26-000001 filed by Old North State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,816 sharesChange vs previous 13F -63 shares
0.18% of the 13F portfolio, value $379,975.
13F-HR 0002041262-25-000003 filed by Old North State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,879 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $367,189.
13F-HR 0001085146-25-003879 filed by Old North State Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).