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Disclosery

Royal Fund Management, LLC: VPU position timeline

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

Royal Fund Management, LLC held 18,041 VPU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,041 shares
    Change vs previous 13F +1,477 shares

    0.29% of the 13F portfolio, value $3,531,198.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 16,564 shares
    Change vs previous 13F +1,441 shares

    0.32% of the 13F portfolio, value $3,289,510.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 15,123 shares
    Change vs previous 13F +3,235 shares

    0.26% of the 13F portfolio, value $2,804,537.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 11,888 shares
    Change vs previous 13F -810 shares

    0.27% of the 13F portfolio, value $2,260,076.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 12,698 shares
    Change vs previous 13F +480 shares

    0.24% of the 13F portfolio, value $2,248,398.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 12,218 shares
    Change vs previous 13F -10,912 shares

    0.25% of the 13F portfolio, value $2,115,598.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 23,130 shares
    Change vs previous 13F +1,744 shares

    0.42% of the 13F portfolio, value $3,827,894.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 21,386 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,764,472.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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