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Vermillion & White Wealth Management Group, LLC: KBWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vermillion & White Wealth Management Group, LLC on KBWB, newest first. How the timeline and the estimate are built.

Vermillion & White Wealth Management Group, LLC held 57,231 KBWB shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,231 shares
    Change vs previous 13F +1,660 shares

    2.7% of the 13F portfolio, value $5,340,864.

    13F-HR 0001862443-26-000004 filed by Vermillion & White Wealth Management Group, 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/A 55,571 shares
    Change vs previous 13F +3,384 shares

    2.53% of the 13F portfolio, value $4,396,778.

    13F-HR/A 0001862443-26-000003 filed by Vermillion & White Wealth Management Group, 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 52,187 shares
    Change vs previous 13F +2,163 shares

    2.4% of the 13F portfolio, value $4,415,026.

    13F-HR 0001862443-26-000001 filed by Vermillion & White Wealth Management Group, 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 50,024 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,912,377.

    13F-HR 0001862443-25-000007 filed by Vermillion & White Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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