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TRUE Private Wealth Advisors: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on VMBS, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 45,548 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,548 shares
    Change vs previous 13F +3,963 shares

    0.18% of the 13F portfolio, value $2,132,122.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 41,585 shares
    Change vs previous 13F -667 shares

    0.19% of the 13F portfolio, value $1,952,454.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 42,252 shares
    Change vs previous 13F +9,372 shares

    0.2% of the 13F portfolio, value $1,989,209.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 32,880 shares
    Change vs previous 13F -290 shares

    0.16% of the 13F portfolio, value $1,544,073.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 33,170 shares
    Change vs previous 13F +5,240 shares

    0.17% of the 13F portfolio, value $1,537,096.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 27,930 shares
    Change vs previous 13F +8,798 shares

    0.16% of the 13F portfolio, value $1,293,452.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 19,132 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $867,455.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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