TriaGen Wealth Management LLC: VBR position timeline

TriaGen Wealth Management LLC held 21,129 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 21,129 shares

   Change vs previous 13F +115 shares

   1.19% of the 13F portfolio, value $4,881,381.

   13F-HR 0001172661-26-004518 filed by TriaGen Wealth Management LLC
   Accepted 2026-10-14 15:00:37 UTC, ingested 2026-10-14 15:01:28 UTC

2. period ended2026-06-30

   13F 21,014 shares

   Change vs previous 13F +169 shares

   1.28% of the 13F portfolio, value $5,106,212.

   13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 20,845 shares

   Change vs previous 13F +106 shares

   1.24% of the 13F portfolio, value $4,528,664.

   13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 20,739 shares

   Change vs previous 13F +485 shares

   1.14% of the 13F portfolio, value $4,392,215.

   13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 20,254 shares

   Change vs previous 13F +1,548 shares

   1.1% of the 13F portfolio, value $4,227,242.

   13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 18,706 shares

   Change vs previous 13F -196 shares

   1.1% of the 13F portfolio, value $3,647,947.

   13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 18,902 shares

   Change vs previous 13F -559 shares

   1.24% of the 13F portfolio, value $3,521,339.

   13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 19,461 shares

   Change vs previous 13F not available

   1.3% of the 13F portfolio, value $3,856,873.

   13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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