Skip to content
Disclosery

Smith & Howard Wealth Management, LLC: VCRB position timeline

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

Smith & Howard Wealth Management, LLC held 1,138,506 VCRB 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 1,138,506 shares
    Change vs previous 13F +49,682 shares

    18.09% of the 13F portfolio, value $87,929,903.

    13F-HR 0001398344-26-013293 filed by Smith & Howard 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 1,088,824 shares
    Change vs previous 13F +70,112 shares

    18.22% of the 13F portfolio, value $84,253,185.

    13F-HR 0001398344-26-007266 filed by Smith & Howard 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 1,018,712 shares
    Change vs previous 13F +82,020 shares

    18.16% of the 13F portfolio, value $79,352,588.

    13F-HR 0001398344-26-001931 filed by Smith & Howard 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 936,692 shares
    Change vs previous 13F +63,989 shares

    17.12% of the 13F portfolio, value $73,446,020.

    13F-HR 0001398344-25-020714 filed by Smith & Howard 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 872,703 shares
    Change vs previous 13F not available

    17.18% of the 13F portfolio, value $67,704,299.

    13F-HR 0001398344-25-013169 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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