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Rialto Wealth Management, LLC: VBR position timeline

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

Rialto Wealth Management, LLC held 16,395 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,395 shares
    Change vs previous 13F -267 shares

    0.79% of the 13F portfolio, value $3,983,822.

    13F-HR 0002054966-26-000003 filed by Rialto 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 16,662 shares
    Change vs previous 13F -835 shares

    0.81% of the 13F portfolio, value $3,619,820.

    13F-HR 0002054966-26-000002 filed by Rialto 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 17,497 shares
    Change vs previous 13F +1,048 shares

    0.89% of the 13F portfolio, value $3,705,690.

    13F-HR 0002054966-26-000001 filed by Rialto 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 16,449 shares
    Change vs previous 13F -2,168 shares

    0.89% of the 13F portfolio, value $3,433,071.

    13F-HR 0002054966-25-000005 filed by Rialto 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 18,617 shares
    Change vs previous 13F -651 shares

    1.01% of the 13F portfolio, value $3,630,502.

    13F-HR 0002054966-25-000003 filed by Rialto 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 19,268 shares
    Change vs previous 13F -373 shares

    1.13% of the 13F portfolio, value $3,589,436.

    13F-HR 0002054966-25-000002 filed by Rialto 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 19,641 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,892,454.

    13F-HR 0002054966-25-000001 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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