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Performa Ltd (US), LLC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Performa Ltd (US), LLC on VBR, newest first. How the timeline and the estimate are built.

Performa Ltd (US), LLC held 111,091 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,091 shares
    Change vs previous 13F +12,538 shares

    4.36% of the 13F portfolio, value $26,994,111.

    13F-HR 0001650303-26-000004 filed by Performa Ltd (US), 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 98,553 shares
    Change vs previous 13F +10,940 shares

    4.84% of the 13F portfolio, value $21,410,639.

    13F-HR 0001650303-26-000003 filed by Performa Ltd (US), 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 87,613 shares
    Change vs previous 13F +10,113 shares

    4.71% of the 13F portfolio, value $18,555,557.

    13F-HR 0001650303-26-000001 filed by Performa Ltd (US), 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 77,500 shares
    Change vs previous 13F +153 shares

    4.29% of the 13F portfolio, value $16,175,025.

    13F-HR 0001650303-25-000006 filed by Performa Ltd (US), 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 77,347 shares
    Change vs previous 13F +8,313 shares

    4.55% of the 13F portfolio, value $15,083,438.

    13F-HR 0001650303-25-000004 filed by Performa Ltd (US), 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 69,034 shares
    Change vs previous 13F +9,612 shares

    4.28% of the 13F portfolio, value $12,860,344.

    13F-HR 0001650303-25-000002 filed by Performa Ltd (US), 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 59,422 shares
    Change vs previous 13F +1,759 shares

    4.15% of the 13F portfolio, value $11,776,252.

    13F-HR 0001650303-25-000001 filed by Performa Ltd (US), 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 57,663 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $11,577,577.

    13F-HR 0001650303-24-000006 filed by Performa Ltd (US), LLC
    Filed (acceptance time not in the bulk data set), ingested

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