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Disclosery

StrongBox Wealth, LLC: V position timeline

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

StrongBox Wealth, LLC held 24,060 V 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 24,060 shares
    Change vs previous 13F +198 shares

    2.35% of the 13F portfolio, value $8,254,928.

    13F-HR 0001812155-26-000002 filed by StrongBox Wealth, 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 23,862 shares
    Change vs previous 13F +1,377 shares

    2.31% of the 13F portfolio, value $7,212,079.

    13F-HR 0001172661-26-001636 filed by StrongBox Wealth, 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 22,485 shares
    Change vs previous 13F +470 shares

    2.59% of the 13F portfolio, value $7,885,598.

    13F-HR 0001172661-26-000233 filed by StrongBox Wealth, 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 22,015 shares
    Change vs previous 13F +1,323 shares

    2.54% of the 13F portfolio, value $7,515,584.

    13F-HR 0001172661-25-004182 filed by StrongBox Wealth, 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 20,692 shares
    Change vs previous 13F +596 shares

    2.79% of the 13F portfolio, value $7,347,049.

    13F-HR 0001172661-25-002507 filed by StrongBox Wealth, LLC
    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 20,096 shares
    Change vs previous 13F -545 shares

    2.94% of the 13F portfolio, value $7,042,743.

    13F-HR 0001172661-25-001754 filed by StrongBox Wealth, LLC
    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 20,641 shares
    Change vs previous 13F -909 shares

    2.76% of the 13F portfolio, value $6,523,517.

    13F-HR 0001172661-25-000188 filed by StrongBox Wealth, LLC
    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 21,550 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $5,925,193.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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