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Ruggaard & Associates LLC: VB position timeline

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

Ruggaard & Associates LLC held 24,486 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,486 shares
    Change vs previous 13F -378 shares

    2.66% of the 13F portfolio, value $7,422,092.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 24,864 shares
    Change vs previous 13F -348 shares

    2.58% of the 13F portfolio, value $6,512,387.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 25,212 shares
    Change vs previous 13F -2,022 shares

    2.56% of the 13F portfolio, value $6,503,550.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 27,234 shares
    Change vs previous 13F +156 shares

    2.59% of the 13F portfolio, value $6,925,028.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 27,078 shares
    Change vs previous 13F -1,520 shares

    2.58% of the 13F portfolio, value $6,416,915.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 28,598 shares
    Change vs previous 13F +388 shares

    2.78% of the 13F portfolio, value $6,341,579.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 28,210 shares
    Change vs previous 13F +696 shares

    2.97% of the 13F portfolio, value $6,778,188.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 27,514 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $6,526,487.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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