Rodgers & Associates, LTD: VBR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on VBR, newest first. How the timeline and the estimate are built.
Rodgers & Associates, LTD held 322,177 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 322,177 sharesChange vs previous 13F +4,826 shares
7.11% of the 13F portfolio, value $78,285,794.
13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 317,351 sharesChange vs previous 13F -1,717 shares
7.02% of the 13F portfolio, value $68,944,415.
13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 319,068 sharesChange vs previous 13F +4,652 shares
6.84% of the 13F portfolio, value $67,575,425.
13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 314,416 sharesChange vs previous 13F -2,577 shares
6.76% of the 13F portfolio, value $65,621,679.
13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 316,993 sharesChange vs previous 13F +13,899 shares
6.79% of the 13F portfolio, value $61,816,750.
13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 303,094 sharesChange vs previous 13F +9,323 shares
6.88% of the 13F portfolio, value $56,463,329.
13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 293,771 sharesChange vs previous 13F -5,610 shares
6.94% of the 13F portfolio, value $58,219,479.
13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 299,381 sharesChange vs previous 13F not available
7.17% of the 13F portfolio, value $60,109,716.
13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).