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Disclosery

Towerpoint Wealth, LLC: VBK position timeline

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

Towerpoint Wealth, LLC held 28,768 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,768 shares
    Change vs previous 13F -480 shares

    3.65% of the 13F portfolio, value $10,520,328.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 29,248 shares
    Change vs previous 13F -11 shares

    3.57% of the 13F portfolio, value $8,840,221.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 29,259 shares
    Change vs previous 13F +208 shares

    3.5% of the 13F portfolio, value $8,839,371.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 29,051 shares
    Change vs previous 13F +168 shares

    3.54% of the 13F portfolio, value $8,646,060.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 28,883 shares
    Change vs previous 13F +1,078 shares

    3.54% of the 13F portfolio, value $7,998,730.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 27,805 shares
    Change vs previous 13F -598 shares

    3.47% of the 13F portfolio, value $7,000,449.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 28,403 shares
    Change vs previous 13F -437 shares

    3.9% of the 13F portfolio, value $7,954,677.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 28,840 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $7,710,980.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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