TRB Wealth Management, LLC: VV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRB Wealth Management, LLC on VV, newest first. How the timeline and the estimate are built.
TRB Wealth Management, LLC held 190,058 VV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 190,058 sharesChange vs previous 13F +2,551 shares
8.7% of the 13F portfolio, value $65,362,902.
13F-HR 0001214659-26-009943 filed by TRB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 187,507 sharesChange vs previous 13F not available
7.96% of the 13F portfolio, value $56,036,350.
13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).