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Disclosery

SWAN Capital LLC: VBK position timeline

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

SWAN Capital LLC held 21,783 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,783 shares
    Change vs previous 13F -4,257 shares

    2.73% of the 13F portfolio, value $7,966,199.

    13F-HR 0001952722-26-000003 filed by SWAN Capital 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 26,040 shares
    Change vs previous 13F -4,479 shares

    2.89% of the 13F portfolio, value $7,870,460.

    13F-HR 0001952722-26-000002 filed by SWAN Capital 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 30,519 shares
    Change vs previous 13F -1,969 shares

    3.59% of the 13F portfolio, value $9,220,065.

    13F-HR 0001952722-26-000001 filed by SWAN Capital 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 32,488 shares
    Change vs previous 13F -12,459 shares

    3.92% of the 13F portfolio, value $9,669,179.

    13F-HR 0001952722-25-000002 filed by SWAN Capital 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 44,947 shares
    Change vs previous 13F +21,015 shares

    5.41% of the 13F portfolio, value $12,447,541.

    13F-HR 0001986042-25-000015 filed by SWAN Capital 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 23,932 shares
    Change vs previous 13F +6,161 shares

    2.78% of the 13F portfolio, value $6,025,262.

    13F-HR 0001986042-25-000010 filed by SWAN Capital 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 17,771 shares
    Change vs previous 13F -5,662 shares

    2.43% of the 13F portfolio, value $4,977,022.

    13F-HR 0001986042-25-000006 filed by SWAN Capital 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 23,433 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $6,265,242.

    13F-HR 0001986042-24-000021 filed by SWAN Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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