Skip to content
Disclosery

Payne Capital Management, LLC: VBR position timeline

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

Payne Capital Management, LLC held 64,545 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,545 shares
    Change vs previous 13F +1,073 shares

    4.18% of the 13F portfolio, value $15,683,713.

    13F-HR 0001994332-26-000003 filed by Payne Capital Management, 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 63,472 shares
    Change vs previous 13F +901 shares

    4.18% of the 13F portfolio, value $13,789,379.

    13F-HR 0001994332-26-000002 filed by Payne Capital Management, 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 62,571 shares
    Change vs previous 13F +2,199 shares

    4.18% of the 13F portfolio, value $13,251,999.

    13F-HR 0001994332-26-000001 filed by Payne Capital Management, 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 60,372 shares
    Change vs previous 13F +7,310 shares

    4.06% of the 13F portfolio, value $12,600,198.

    13F-HR 0001994332-25-000003 filed by Payne Capital Management, 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 53,062 shares
    Change vs previous 13F -17 shares

    3.99% of the 13F portfolio, value $10,347,700.

    13F-HR 0001085146-25-006011 filed by Payne Capital Management, 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 53,079 shares
    Change vs previous 13F +2,136 shares

    4.22% of the 13F portfolio, value $9,888,087.

    13F-HR 0001085146-25-006010 filed by Payne Capital Management, 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 50,943 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $10,095,949.

    13F-HR 0001085146-25-006009 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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