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TD Capital Management LLC: VUSB position timeline

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

TD Capital Management LLC held 74,765 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,765 shares
    Change vs previous 13F +36,829 shares

    0.3% of the 13F portfolio, value $3,721,791.

    13F-HR 0001483824-26-000004 filed by TD Capital Management 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 37,936 shares
    Change vs previous 13F -6,376 shares

    0.17% of the 13F portfolio, value $1,888,653.

    13F-HR 0001483824-26-000003 filed by TD Capital 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 ended2025-12-31
    13F 44,312 shares
    Change vs previous 13F -11,045 shares

    0.2% of the 13F portfolio, value $2,208,487.

    13F-HR 0001483824-26-000002 filed by TD Capital 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 ended2025-09-30
    13F 55,357 shares
    Change vs previous 13F +6,760 shares

    0.25% of the 13F portfolio, value $2,767,554.

    13F-HR 0001483824-25-000007 filed by TD Capital 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 ended2025-06-30
    13F 48,597 shares
    Change vs previous 13F -11,992 shares

    0.23% of the 13F portfolio, value $2,423,288.

    13F-HR 0001483824-25-000004 filed by TD Capital 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 ended2025-03-31
    13F 60,589 shares
    Change vs previous 13F +3,645 shares

    0.31% of the 13F portfolio, value $3,020,642.

    13F-HR 0001483824-25-000003 filed by TD Capital 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 ended2024-12-31
    13F 56,944 shares
    Change vs previous 13F +3,484 shares

    0.29% of the 13F portfolio, value $2,825,578.

    13F-HR 0001483824-25-000002 filed by TD Capital 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 ended2024-09-30
    13F 53,460 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,669,809.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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