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Savvy Advisors, Inc.: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on VMBS, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 522,340 VMBS 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 522,340 shares
    Change vs previous 13F +61,500 shares

    0.52% of the 13F portfolio, value $24,450,734.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 460,840 shares
    Change vs previous 13F -9,680 shares

    0.58% of the 13F portfolio, value $21,636,444.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 470,520 shares
    Change vs previous 13F +144,640 shares

    0.72% of the 13F portfolio, value $22,152,097.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 325,880 shares
    Change vs previous 13F +125,559 shares

    0.7% of the 13F portfolio, value $15,303,346.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 200,321 shares
    Change vs previous 13F +54,458 shares

    0.62% of the 13F portfolio, value $9,282,857.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 145,863 shares
    Change vs previous 13F +5,395 shares

    0.68% of the 13F portfolio, value $6,754,917.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 140,468 shares
    Change vs previous 13F +32,034 shares

    0.77% of the 13F portfolio, value $6,368,832.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 108,434 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $5,119,163.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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