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Roger Wittlin Investment Advisory, LLC: VMBS position timeline

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

Roger Wittlin Investment Advisory, LLC held 15,953 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,953 shares
    Change vs previous 13F -7,239 shares

    0.59% of the 13F portfolio, value $746,798.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, 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 23,192 shares
    Change vs previous 13F -5,136 shares

    0.89% of the 13F portfolio, value $1,088,893.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, 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 28,328 shares
    Change vs previous 13F -16,000 shares

    0.93% of the 13F portfolio, value $1,333,666.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, 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 44,328 shares
    Change vs previous 13F -1,873 shares

    1.16% of the 13F portfolio, value $2,081,646.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, 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 46,201 shares
    Change vs previous 13F -2,724 shares

    1.19% of the 13F portfolio, value $2,140,974.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, 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 48,925 shares
    Change vs previous 13F -1,607 shares

    1.33% of the 13F portfolio, value $2,265,701.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, 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 50,532 shares
    Change vs previous 13F -12,673 shares

    1.28% of the 13F portfolio, value $2,291,139.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, 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 63,205 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,983,892.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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