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Taylor & Morgan Wealth Management, LLC: VBR position timeline

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

Taylor & Morgan Wealth Management, LLC held 2,150 VBR 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 2,150 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $496,780.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,147 shares
    Change vs previous 13F -165 shares

    0.26% of the 13F portfolio, value $521,598.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, 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 2,312 shares
    Change vs previous 13F -9 shares

    0.29% of the 13F portfolio, value $502,249.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, 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 2,321 shares
    Change vs previous 13F +16 shares

    0.28% of the 13F portfolio, value $491,515.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, 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 2,305 shares
    Change vs previous 13F +4 shares

    0.3% of the 13F portfolio, value $481,154.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, 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 2,301 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $448,678.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, 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 2,301 shares
    Change vs previous 13F -44 shares

    0.32% of the 13F portfolio, value $428,615.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, 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 2,345 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $464,755.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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