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Disclosery

TFO Wealth Partners, LLC: VUSB position timeline

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

TFO Wealth Partners, LLC held 36,251 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,251 shares
    Change vs previous 13F +218 shares

    0.2% of the 13F portfolio, value $1,804,584.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 36,033 shares
    Change vs previous 13F +22,135 shares

    0.24% of the 13F portfolio, value $1,793,890.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, 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 13,898 shares
    Change vs previous 13F +1,515 shares

    0.1% of the 13F portfolio, value $692,698.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, 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 12,383 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $619,105.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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