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Disclosery

Roth Financial Partners LLC: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roth Financial Partners LLC on VB, newest first. How the timeline and the estimate are built.

Roth Financial Partners LLC held 11,075 VB shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,075 shares
    Change vs previous 13F -225 shares

    0.94% of the 13F portfolio, value $3,150,727.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,300 shares
    Change vs previous 13F -85 shares

    1.02% of the 13F portfolio, value $3,425,256.

    13F-HR 0001840888-26-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,385 shares
    Change vs previous 13F -385 shares

    1.02% of the 13F portfolio, value $2,981,959.

    13F-HR 0001840888-26-000002 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,770 shares
    Change vs previous 13F -99 shares

    1% of the 13F portfolio, value $3,036,072.

    13F-HR 0001840888-26-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,869 shares
    Change vs previous 13F -219 shares

    1.02% of the 13F portfolio, value $3,018,049.

    13F-HR 0001840888-25-000010 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,088 shares
    Change vs previous 13F -1,542 shares

    1.03% of the 13F portfolio, value $2,864,614.

    13F-HR 0001840888-25-000004 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,630 shares
    Change vs previous 13F -20 shares

    1.19% of the 13F portfolio, value $3,022,453.

    13F-HR 0001840888-25-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,650 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,279,822.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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