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Twele Capital Management, Inc.: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Twele Capital Management, Inc. on VB, newest first. How the timeline and the estimate are built.

Twele Capital Management, Inc. held 76,439 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,439 shares
    Change vs previous 13F -1,703 shares

    3.78% of the 13F portfolio, value $23,170,190.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, 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 78,142 shares
    Change vs previous 13F +3 shares

    3.65% of the 13F portfolio, value $20,466,953.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, 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 78,139 shares
    Change vs previous 13F +404 shares

    3.6% of the 13F portfolio, value $20,155,956.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    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 77,735 shares
    Change vs previous 13F +796 shares

    3.65% of the 13F portfolio, value $19,766,456.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    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 76,939 shares
    Change vs previous 13F +2,898 shares

    3.62% of the 13F portfolio, value $18,233,005.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    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 74,041 shares
    Change vs previous 13F +9,432 shares

    3.48% of the 13F portfolio, value $16,418,592.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    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 64,609 shares
    Change vs previous 13F -227 shares

    3.29% of the 13F portfolio, value $15,524,251.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    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 64,836 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $15,379,748.

    13F-HR 0001411268-24-000009 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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