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Successful Portfolios LLC: VMBS position timeline

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

Successful Portfolios LLC held 4,900 VMBS 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 4,900 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $216,396.

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

  2. period ended2026-06-30
    13F 4,860 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $225,706.

    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 4,865 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $228,387.

    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 4,895 shares
    Change vs previous 13F -115 shares

    0.12% of the 13F portfolio, value $231,631.

    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 5,010 shares
    Change vs previous 13F -35 shares

    0.14% of the 13F portfolio, value $235,270.

    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 5,045 shares
    Change vs previous 13F -66 shares

    0.14% of the 13F portfolio, value $233,785.

    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).

  7. period ended2025-03-31
    13F 5,111 shares
    Change vs previous 13F +70 shares

    0.16% of the 13F portfolio, value $236,690.

    13F-HR 0001085146-25-002063 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).

  8. period ended2024-12-31
    13F 5,041 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $228,559.

    13F-HR 0001085146-25-000241 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).