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Topsail Wealth Management, LLC: VCRB position timeline

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

Topsail Wealth Management, LLC held 34,360 VCRB 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 34,360 shares
    Change vs previous 13F +9,731 shares

    0.34% of the 13F portfolio, value $2,653,707.

    13F-HR 0001398344-26-014324 filed by Topsail Wealth 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 24,629 shares
    Change vs previous 13F +508 shares

    0.28% of the 13F portfolio, value $1,905,809.

    13F-HR 0001398344-26-006781 filed by Topsail 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 ended2025-12-31
    13F 24,121 shares
    Change vs previous 13F -785 shares

    0.28% of the 13F portfolio, value $1,878,917.

    13F-HR 0001398344-26-002201 filed by Topsail 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 ended2025-09-30
    13F 24,906 shares
    Change vs previous 13F +9,942 shares

    0.33% of the 13F portfolio, value $1,952,894.

    13F-HR 0001398344-25-020269 filed by Topsail 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 ended2025-06-30
    13F 14,964 shares
    Change vs previous 13F +12,005 shares

    0.21% of the 13F portfolio, value $1,160,907.

    13F-HR 0001398344-25-014250 filed by Topsail 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 ended2025-03-31
    13F 2,959 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $229,115.

    13F-HR 0001398344-25-008097 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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