Schwallier Wealth Management LLC: VMBS position timeline

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

Schwallier Wealth Management LLC held 25,175 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 25,175 shares
Change vs previous 13F -996 shares
0.74% of the 13F portfolio, value $1,178,438.
13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 26,171 shares
Change vs previous 13F not available
0.9% of the 13F portfolio, value $1,228,712.
13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management LLC
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).