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Disclosery

Steele Capital Management, Inc.: VBR position timeline

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

Steele Capital Management, Inc. held 66,141 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,141 shares
    Change vs previous 13F -4,573 shares

    0.59% of the 13F portfolio, value $16,071,533.

    13F-HR 0001646695-26-000003 filed by Steele Capital 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 70,714 shares
    Change vs previous 13F +18,446 shares

    0.64% of the 13F portfolio, value $15,362,545.

    13F-HR 0001646695-26-000002 filed by Steele Capital 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 52,268 shares
    Change vs previous 13F +1,227 shares

    0.48% of the 13F portfolio, value $11,069,796.

    13F-HR 0001646695-26-000001 filed by Steele Capital 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 51,041 shares
    Change vs previous 13F -7,544 shares

    0.47% of the 13F portfolio, value $10,700,079.

    13F-HR 0001646695-25-000005 filed by Steele Capital 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 58,585 shares
    Change vs previous 13F +11,632 shares

    0.55% of the 13F portfolio, value $11,477,970.

    13F-HR 0001646695-25-000004 filed by Steele Capital 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 46,953 shares
    Change vs previous 13F -1,340 shares

    0.46% of the 13F portfolio, value $8,746,807.

    13F-HR 0001646695-25-000003 filed by Steele Capital 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 48,293 shares
    Change vs previous 13F -60 shares

    0.5% of the 13F portfolio, value $9,570,659.

    13F-HR 0001646695-25-000001 filed by Steele Capital 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 48,353 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $9,708,415.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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