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Successful Portfolios LLC: VBIL position timeline

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

Successful Portfolios LLC held 22,016 VBIL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,016 shares
    Change vs previous 13F +5,746 shares

    0.77% of the 13F portfolio, value $1,663,273.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,270 shares
    Change vs previous 13F +6,829 shares

    0.57% of the 13F portfolio, value $1,229,365.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,441 shares
    Change vs previous 13F -2,782 shares

    0.39% of the 13F portfolio, value $714,050.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,223 shares
    Change vs previous 13F +6,868 shares

    0.47% of the 13F portfolio, value $922,714.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,355 shares
    Change vs previous 13F +1,970 shares

    0.24% of the 13F portfolio, value $404,918.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,385 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $255,737.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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