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Pasadena Private Wealth, LLC: VBK position timeline

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

Pasadena Private Wealth, LLC held 53,151 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,151 shares
    Change vs previous 13F -1,078 shares

    2.49% of the 13F portfolio, value $19,437,292.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 54,229 shares
    Change vs previous 13F -2,427 shares

    2.27% of the 13F portfolio, value $16,390,827.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 56,656 shares
    Change vs previous 13F +1,819 shares

    2.34% of the 13F portfolio, value $17,116,261.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 54,837 shares
    Change vs previous 13F +592 shares

    2.35% of the 13F portfolio, value $16,320,651.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 54,245 shares
    Change vs previous 13F +38 shares

    2.57% of the 13F portfolio, value $15,022,495.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 54,207 shares
    Change vs previous 13F +2,912 shares

    2.63% of the 13F portfolio, value $13,647,592.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, 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 51,295 shares
    Change vs previous 13F -1,605 shares

    2.95% of the 13F portfolio, value $14,365,783.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, 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 52,900 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $14,143,948.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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