SoundView Advisors Inc.: VCRB position timeline

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

SoundView Advisors Inc. held 384,228 VCRB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 384,228 shares
Change vs previous 13F +3,766 shares
9.67% of the 13F portfolio, value $29,674,000.
13F-HR 0002054083-26-000003 filed by SoundView Advisors Inc.
Filed 2026-08-03 (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 380,462 shares
Change vs previous 13F not available
10.48% of the 13F portfolio, value $29,440,000.
13F-HR 0002054083-26-000002 filed by SoundView Advisors Inc.
Filed 2026-05-01 (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).