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SAGE RHINO CAPITAL LLC: VB position timeline

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

SAGE RHINO CAPITAL LLC held 65,839 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,839 shares
    Change vs previous 13F -5,120 shares

    3.28% of the 13F portfolio, value $19,957,124.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 70,959 shares
    Change vs previous 13F -790 shares

    3.48% of the 13F portfolio, value $18,585,697.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 71,749 shares
    Change vs previous 13F +773 shares

    3.5% of the 13F portfolio, value $18,507,586.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 70,976 shares
    Change vs previous 13F +648 shares

    3.49% of the 13F portfolio, value $18,047,705.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 70,328 shares
    Change vs previous 13F +3,209 shares

    3.52% of the 13F portfolio, value $16,666,372.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 67,119 shares
    Change vs previous 13F +4,525 shares

    3.45% of the 13F portfolio, value $14,883,544.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 62,594 shares
    Change vs previous 13F -2,039 shares

    3.28% of the 13F portfolio, value $15,040,188.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 64,633 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $15,331,602.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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