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POWER WEALTH MANAGEMENT LLC: VMBS position timeline

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

POWER WEALTH MANAGEMENT LLC held 658,862 VMBS 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 658,862 shares
    Change vs previous 13F +22,818 shares

    10.6% of the 13F portfolio, value $30,841,348.

    13F-HR 0001398344-26-013305 filed by POWER WEALTH MANAGEMENT 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 636,044 shares
    Change vs previous 13F -56,874 shares

    11.12% of the 13F portfolio, value $29,862,248.

    13F-HR 0001398344-26-009136 filed by POWER WEALTH MANAGEMENT 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 692,918 shares
    Change vs previous 13F +26,840 shares

    11.49% of the 13F portfolio, value $32,622,603.

    13F-HR 0001398344-26-003201 filed by POWER WEALTH MANAGEMENT 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 666,078 shares
    Change vs previous 13F +47,443 shares

    11.39% of the 13F portfolio, value $31,279,039.

    13F-HR 0001398344-25-020696 filed by POWER WEALTH MANAGEMENT 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 618,635 shares
    Change vs previous 13F +8,659 shares

    11.02% of the 13F portfolio, value $28,667,559.

    13F-HR 0001398344-25-015001 filed by POWER WEALTH MANAGEMENT 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 609,976 shares
    Change vs previous 13F +72,177 shares

    11.43% of the 13F portfolio, value $28,247,975.

    13F-HR 0001398344-25-009311 filed by POWER WEALTH MANAGEMENT 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 537,799 shares
    Change vs previous 13F +33,528 shares

    10.18% of the 13F portfolio, value $24,383,791.

    13F-HR 0001398344-25-002709 filed by POWER WEALTH MANAGEMENT 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 504,271 shares
    Change vs previous 13F not available

    10.17% of the 13F portfolio, value $23,806,624.

    13F-HR 0001398344-24-020452 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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