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Disclosery

VANCE WEALTH, LLC: EZBC position timeline

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

VANCE WEALTH, LLC held 76,270 EZBC 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 76,270 shares
    Change vs previous 13F +2,635 shares

    0.58% of the 13F portfolio, value $2,586,319.

    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 73,635 shares
    Change vs previous 13F +23,915 shares

    0.83% of the 13F portfolio, value $2,885,760.

    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 49,720 shares
    Change vs previous 13F +31,704 shares

    0.75% of the 13F portfolio, value $2,515,838.

    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 18,016 shares
    Change vs previous 13F +3,816 shares

    0.37% of the 13F portfolio, value $1,192,859.

    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 14,200 shares
    Change vs previous 13F +2,699 shares

    0.3% of the 13F portfolio, value $886,382.

    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 11,501 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $549,308.

    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).