Sagace Wealth Management LLC: VBK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sagace Wealth Management LLC on VBK, newest first. How the timeline and the estimate are built.
Sagace Wealth Management LLC held 5,616 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 5,616 sharesChange vs previous 13F +46 shares
1.3% of the 13F portfolio, value $2,053,771.
13F-HR 0002027449-26-000003 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,570 sharesChange vs previous 13F -6 shares
1.14% of the 13F portfolio, value $1,683,533.
13F-HR 0002027449-26-000002 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,576 sharesChange vs previous 13F -123 shares
1.15% of the 13F portfolio, value $1,684,565.
13F-HR 0002027449-26-000001 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,699 sharesChange vs previous 13F -238 shares
1.16% of the 13F portfolio, value $1,696,136.
13F-HR 0002027449-25-000007 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,937 sharesChange vs previous 13F +1,394 shares
1.23% of the 13F portfolio, value $1,644,193.
13F-HR 0002027449-25-000004 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,543 sharesChange vs previous 13F +93 shares
0.87% of the 13F portfolio, value $1,143,791.
13F-HR 0002027449-25-000002 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,450 sharesChange vs previous 13F -930 shares
0.93% of the 13F portfolio, value $1,246,267.
13F-HR 0002027449-25-000001 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,380 sharesChange vs previous 13F not available
1.14% of the 13F portfolio, value $1,471,000.
13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).