Stone Summit Wealth LLC: VBR position timeline

Stone Summit Wealth LLC held 20,019 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 20,019 shares

   Change vs previous 13F -287 shares

   1.23% of the 13F portfolio, value $4,864,417.

   13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
   Filed 2026-07-23 (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).

2. period ended2026-03-31

   13F 20,306 shares

   Change vs previous 13F -3,012 shares

   1.23% of the 13F portfolio, value $4,411,479.

   13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
   Filed 2026-04-23 (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).

3. period ended2025-12-31

   13F 23,318 shares

   Change vs previous 13F -430 shares

   1.34% of the 13F portfolio, value $4,938,519.

   13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 23,748 shares

   Change vs previous 13F -1,719 shares

   1.41% of the 13F portfolio, value $4,956,514.

   13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 25,467 shares

   Change vs previous 13F -3,305 shares

   1.54% of the 13F portfolio, value $4,966,378.

   13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 28,772 shares

   Change vs previous 13F -1,075 shares

   1.82% of the 13F portfolio, value $5,359,992.

   13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 29,847 shares

   Change vs previous 13F -3,206 shares

   1.99% of the 13F portfolio, value $5,915,113.

   13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 33,053 shares

   Change vs previous 13F not available

   2.14% of the 13F portfolio, value $6,636,397.

   13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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