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Disclosery

Performance Wealth Partners, LLC: VBK position timeline

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

Performance Wealth Partners, LLC held 33,537 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,537 shares
    Change vs previous 13F -1,265 shares

    0.3% of the 13F portfolio, value $12,264,591.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 34,802 shares
    Change vs previous 13F -442 shares

    0.31% of the 13F portfolio, value $10,518,995.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 35,244 shares
    Change vs previous 13F -1,917 shares

    0.29% of the 13F portfolio, value $10,647,655.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 37,161 shares
    Change vs previous 13F -752 shares

    0.31% of the 13F portfolio, value $11,059,924.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 37,913 shares
    Change vs previous 13F -1,265 shares

    0.34% of the 13F portfolio, value $10,499,668.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 39,178 shares
    Change vs previous 13F -3,155 shares

    0.35% of the 13F portfolio, value $9,863,883.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 42,333 shares
    Change vs previous 13F -1,981 shares

    0.38% of the 13F portfolio, value $11,855,799.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 44,314 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,848,234.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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