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Disclosery

truNorth Financial Services, Inc.: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of truNorth Financial Services, Inc. on VBR, newest first. How the timeline and the estimate are built.

truNorth Financial Services, Inc. held 3,430 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,430 shares
    Change vs previous 13F -295 shares

    0.75% of the 13F portfolio, value $833,355.

    13F-HR 0001999371-26-016466 filed by truNorth Financial Services, Inc.
    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 3,725 shares
    Change vs previous 13F -462 shares

    0.84% of the 13F portfolio, value $809,166.

    13F-HR 0002000324-26-001807 filed by truNorth Financial Services, Inc.
    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 4,187 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $886,677.

    13F-HR 0001999371-26-003391 filed by truNorth Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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