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Seed Wealth Management, Inc.: VMBS position timeline

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

Seed Wealth Management, Inc. held 55,670 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,670 shares
    Change vs previous 13F -1,020 shares

    1.65% of the 13F portfolio, value $2,605,913.

    13F-HR 0001963728-26-000004 filed by Seed Wealth Management, 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 56,690 shares
    Change vs previous 13F -3,280 shares

    1.83% of the 13F portfolio, value $2,661,596.

    13F-HR 0001963728-26-000002 filed by Seed Wealth Management, 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 59,970 shares
    Change vs previous 13F -1,945 shares

    1.95% of the 13F portfolio, value $2,823,388.

    13F-HR 0001963728-26-000001 filed by Seed Wealth Management, 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 61,915 shares
    Change vs previous 13F 0 shares

    2.01% of the 13F portfolio, value $2,907,528.

    13F-HR 0001963728-25-000002 filed by Seed Wealth Management, 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 61,915 shares
    Change vs previous 13F -97,890 shares

    2.14% of the 13F portfolio, value $2,869,141.

    13F-HR 0001085146-25-003796 filed by Seed Wealth Management, 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 159,805 shares
    Change vs previous 13F -30 shares

    6.02% of the 13F portfolio, value $7,400,570.

    13F-HR 0001085146-25-002203 filed by Seed Wealth Management, 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 159,835 shares
    Change vs previous 13F -4,240 shares

    5.85% of the 13F portfolio, value $7,246,919.

    13F-HR 0001085146-25-000161 filed by Seed Wealth Management, 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 164,075 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $7,745,981.

    13F-HR 0001085146-24-005326 filed by Seed Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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