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Pinion Investment Advisors, LLC: VCRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinion Investment Advisors, LLC on VCRB, newest first. How the timeline and the estimate are built.

Pinion Investment Advisors, LLC held 81,634 VCRB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,634 shares
    Change vs previous 13F -3,139 shares

    1.2% of the 13F portfolio, value $6,304,814.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, 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 84,773 shares
    Change vs previous 13F -787 shares

    1.53% of the 13F portfolio, value $6,559,735.

    13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, 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 85,560 shares
    Change vs previous 13F -1,879 shares

    1.63% of the 13F portfolio, value $6,664,696.

    13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, 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 87,439 shares
    Change vs previous 13F -1,416 shares

    1.89% of the 13F portfolio, value $6,909,849.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, 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 88,855 shares
    Change vs previous 13F -89,251 shares

    2.38% of the 13F portfolio, value $6,893,371.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, 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 178,106 shares
    Change vs previous 13F +80,040 shares

    3.04% of the 13F portfolio, value $13,790,748.

    13F-HR 0001738738-25-000003 filed by Pinion Investment Advisors, 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 98,066 shares
    Change vs previous 13F -1,735 shares

    2.96% of the 13F portfolio, value $7,434,384.

    13F-HR 0001738738-25-000001 filed by Pinion Investment Advisors, 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 99,801 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $7,903,242.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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