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Disclosery

Schwallier Wealth Management LLC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schwallier Wealth Management LLC on VBR, newest first. How the timeline and the estimate are built.

Schwallier Wealth Management LLC held 4,192 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,192 shares
    Change vs previous 13F -137 shares

    0.64% of the 13F portfolio, value $1,018,612.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management 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 4,329 shares
    Change vs previous 13F -214 shares

    0.69% of the 13F portfolio, value $940,574.

    13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management 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 4,543 shares
    Change vs previous 13F -1,150 shares

    0.65% of the 13F portfolio, value $1,013,536.

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management 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 5,693 shares
    Change vs previous 13F -26 shares

    0.74% of the 13F portfolio, value $1,188,213.

    13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management 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 5,719 shares
    Change vs previous 13F +482 shares

    0.68% of the 13F portfolio, value $1,115,268.

    13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management 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 5,237 shares
    Change vs previous 13F -609 shares

    0.72% of the 13F portfolio, value $975,627.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management 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 5,846 shares
    Change vs previous 13F -298 shares

    0.88% of the 13F portfolio, value $1,158,522.

    13F-HR 0001807270-25-000002 filed by Schwallier Wealth Management 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 6,144 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,233,677.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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