Skip to content
Disclosery

PENOBSCOT WEALTH MANAGEMENT: VFH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENOBSCOT WEALTH MANAGEMENT on VFH, newest first. How the timeline and the estimate are built.

PENOBSCOT WEALTH MANAGEMENT held 48,290 VFH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,290 shares
    Change vs previous 13F +1,018 shares

    1.7% of the 13F portfolio, value $6,354,956.

    13F-HR 0002063364-26-000206 filed by PENOBSCOT WEALTH MANAGEMENT
    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 47,272 shares
    Change vs previous 13F +2,080 shares

    1.69% of the 13F portfolio, value $5,710,873.

    13F-HR 0002063364-26-000111 filed by PENOBSCOT WEALTH MANAGEMENT
    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 45,192 shares
    Change vs previous 13F +1,610 shares

    1.86% of the 13F portfolio, value $6,032,684.

    13F-HR 0002063364-26-000073 filed by PENOBSCOT WEALTH MANAGEMENT
    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 43,582 shares
    Change vs previous 13F +479 shares

    1.84% of the 13F portfolio, value $5,719,689.

    13F-HR 0002063364-25-000280 filed by PENOBSCOT WEALTH MANAGEMENT
    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 43,103 shares
    Change vs previous 13F +4,574 shares

    1.96% of the 13F portfolio, value $5,487,010.

    13F-HR 0002063364-25-000160 filed by PENOBSCOT WEALTH MANAGEMENT
    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 38,529 shares
    Change vs previous 13F +7,952 shares

    1.94% of the 13F portfolio, value $4,603,113.

    13F-HR 0002063364-25-000041 filed by PENOBSCOT WEALTH MANAGEMENT
    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 30,577 shares
    Change vs previous 13F +1,319 shares

    1.66% of the 13F portfolio, value $3,610,000.

    13F-HR 0001875768-25-000002 filed by PENOBSCOT WEALTH MANAGEMENT
    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 29,258 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,216,000.

    13F-HR 0001875768-24-000013 filed by PENOBSCOT WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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