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SAGE RHINO CAPITAL LLC: VUSB position timeline

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

SAGE RHINO CAPITAL LLC held 85,407 VUSB 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 85,407 shares
    Change vs previous 13F -8,090 shares

    0.7% of the 13F portfolio, value $4,251,557.

    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 93,497 shares
    Change vs previous 13F -22,251 shares

    0.87% of the 13F portfolio, value $4,654,771.

    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 115,748 shares
    Change vs previous 13F +72,803 shares

    1.09% of the 13F portfolio, value $5,768,856.

    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 42,945 shares
    Change vs previous 13F -1,782 shares

    0.42% of the 13F portfolio, value $2,147,040.

    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 44,727 shares
    Change vs previous 13F -6,722 shares

    0.47% of the 13F portfolio, value $2,230,322.

    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 51,449 shares
    Change vs previous 13F -6,774 shares

    0.59% of the 13F portfolio, value $2,565,012.

    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 58,223 shares
    Change vs previous 13F -1,843 shares

    0.63% of the 13F portfolio, value $2,889,049.

    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 60,066 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,999,705.

    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).