Rockwood Wealth Management, LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockwood Wealth Management, LLC on VB, newest first. How the timeline and the estimate are built.
Rockwood Wealth Management, LLC held 6,049 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 6,049 sharesChange vs previous 13F +220 shares
0.12% of the 13F portfolio, value $1,833,718.
13F-HR 0002085853-26-000694 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,829 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $1,526,748.
13F-HR 0002085853-26-000532 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,829 sharesChange vs previous 13F +37 shares
0.11% of the 13F portfolio, value $1,503,607.
13F-HR 0002085853-26-000134 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,792 sharesChange vs previous 13F -48 shares
0.12% of the 13F portfolio, value $1,472,805.
13F-HR 0002085853-25-000067 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,840 sharesChange vs previous 13F -143 shares
0.12% of the 13F portfolio, value $1,383,978.
13F-HR 0001667731-25-000782 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,983 sharesChange vs previous 13F +1,121 shares
0.14% of the 13F portfolio, value $1,326,744.
13F-HR 0001667731-25-000417 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,862 sharesChange vs previous 13F -635 shares
0.13% of the 13F portfolio, value $1,167,293.
13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,497 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,303,952.
13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).