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Disclosery

VANCE WEALTH, LLC: BITB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VANCE WEALTH, LLC on BITB, newest first. How the timeline and the estimate are built.

VANCE WEALTH, LLC held 36,124 BITB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,124 shares
    Change vs previous 13F +933 shares

    0.26% of the 13F portfolio, value $1,150,910.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, LLC
    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 35,191 shares
    Change vs previous 13F -16,599 shares

    0.37% of the 13F portfolio, value $1,295,365.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, LLC
    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/A 51,790 shares
    Change vs previous 13F +8,710 shares

    0.73% of the 13F portfolio, value $2,463,131.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, LLC
    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 43,080 shares
    Change vs previous 13F +4,940 shares

    0.82% of the 13F portfolio, value $2,680,414.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, LLC
    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 38,140 shares
    Change vs previous 13F +971 shares

    0.75% of the 13F portfolio, value $2,234,599.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, LLC
    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 37,169 shares
    Change vs previous 13F +12,633 shares

    0.63% of the 13F portfolio, value $1,668,127.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, LLC
    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 24,536 shares
    Change vs previous 13F -491 shares

    0.48% of the 13F portfolio, value $1,247,639.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, LLC
    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 25,027 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $865,684.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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