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Disclosery

THEORY FINANCIAL LLC: VBR position timeline

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

THEORY FINANCIAL LLC held 23,942 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,942 shares
    Change vs previous 13F +1,514 shares

    1.83% of the 13F portfolio, value $5,817,667.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 22,428 shares
    Change vs previous 13F +5,101 shares

    1.71% of the 13F portfolio, value $4,872,483.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 17,327 shares
    Change vs previous 13F -1,313 shares

    1.31% of the 13F portfolio, value $3,888,006.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 18,640 shares
    Change vs previous 13F +2,468 shares

    1.37% of the 13F portfolio, value $3,884,762.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 16,172 shares
    Change vs previous 13F -1,520 shares

    1.22% of the 13F portfolio, value $3,206,422.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 17,692 shares
    Change vs previous 13F -161 shares

    1.39% of the 13F portfolio, value $3,295,843.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 17,853 shares
    Change vs previous 13F +357 shares

    1.48% of the 13F portfolio, value $3,538,108.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 17,496 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,478,205.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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