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Disclosery

VANCE WEALTH, LLC: VBR position timeline

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

VANCE WEALTH, LLC held 7,812 VBR 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 7,812 shares
    Change vs previous 13F -545 shares

    0.43% of the 13F portfolio, value $1,898,238.

    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 8,357 shares
    Change vs previous 13F -273 shares

    0.52% of the 13F portfolio, value $1,815,558.

    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 8,630 shares
    Change vs previous 13F -167 shares

    0.54% of the 13F portfolio, value $1,827,748.

    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 8,797 shares
    Change vs previous 13F -99 shares

    0.57% of the 13F portfolio, value $1,844,185.

    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 8,896 shares
    Change vs previous 13F -918 shares

    0.59% of the 13F portfolio, value $1,734,809.

    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 9,814 shares
    Change vs previous 13F -983 shares

    0.69% of the 13F portfolio, value $1,828,250.

    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 10,797 shares
    Change vs previous 13F -750 shares

    0.83% of the 13F portfolio, value $2,139,749.

    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 11,547 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,318,407.

    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).