Skip to content
Disclosery

Towerpoint Wealth, LLC: VBR position timeline

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

Towerpoint Wealth, LLC held 36,794 VBR 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 36,794 shares
    Change vs previous 13F -344 shares

    3.11% of the 13F portfolio, value $8,940,622.

    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 37,138 shares
    Change vs previous 13F -492 shares

    3.26% of the 13F portfolio, value $8,068,214.

    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 37,630 shares
    Change vs previous 13F +775 shares

    3.16% of the 13F portfolio, value $7,969,744.

    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 36,855 shares
    Change vs previous 13F +984 shares

    3.15% of the 13F portfolio, value $7,691,991.

    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 35,871 shares
    Change vs previous 13F +1,622 shares

    3.1% of the 13F portfolio, value $6,995,143.

    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 34,249 shares
    Change vs previous 13F +405 shares

    3.16% of the 13F portfolio, value $6,380,337.

    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 33,844 shares
    Change vs previous 13F +39 shares

    3.29% of the 13F portfolio, value $6,707,254.

    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 33,805 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $6,787,285.

    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).