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Disclosery

Peninsula Wealth, LLC: VB position timeline

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

Peninsula Wealth, LLC held 37,198 VB shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 37,198 shares
    Change vs previous 13F -436 shares

    1.52% of the 13F portfolio, value $8,937,996.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 37,634 shares
    Change vs previous 13F -1,034 shares

    1.59% of the 13F portfolio, value $9,122,432.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 38,668 shares
    Change vs previous 13F -23,890 shares

    1.63% of the 13F portfolio, value $8,733,237.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 62,558 shares
    Change vs previous 13F -20,872 shares

    2.85% of the 13F portfolio, value $14,300,050.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 83,430 shares
    Change vs previous 13F +8,518 shares

    3.67% of the 13F portfolio, value $17,798,160.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 74,912 shares
    Change vs previous 13F -55 shares

    3.13% of the 13F portfolio, value $13,386,002.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 74,967 shares
    Change vs previous 13F +970 shares

    3.9% of the 13F portfolio, value $14,910,270.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 73,997 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $14,026,860.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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