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Vermillion & White Wealth Management Group, LLC: ROE 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 ROE, newest first. How the timeline and the estimate are built.

Vermillion & White Wealth Management Group, LLC held 307,900 ROE 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 307,900 shares
    Change vs previous 13F +16,802 shares

    6.66% of the 13F portfolio, value $13,167,924.

    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 291,098 shares
    Change vs previous 13F +12,773 shares

    5.94% of the 13F portfolio, value $10,313,616.

    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 278,325 shares
    Change vs previous 13F +11,524 shares

    5.34% of the 13F portfolio, value $9,828,656.

    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 266,801 shares
    Change vs previous 13F +44,375 shares

    5.25% of the 13F portfolio, value $9,224,325.

    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).

  5. period ended2025-06-30
    13F 222,426 shares
    Change vs previous 13F +9,791 shares

    4.66% of the 13F portfolio, value $7,164,341.

    13F-HR 0002036114-25-000003 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).

  6. period ended2025-03-31
    13F 212,635 shares
    Change vs previous 13F -224,098 shares

    4.5% of the 13F portfolio, value $6,223,826.

    13F-HR 0001862443-25-000004 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).

  7. period ended2024-12-31
    13F 436,733 shares
    Change vs previous 13F -76,380 shares

    9.78% of the 13F portfolio, value $13,276,683.

    13F-HR 0001862443-25-000001 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).

  8. period ended2024-09-30
    13F 513,113 shares
    Change vs previous 13F not available

    11.69% of the 13F portfolio, value $15,806,138.

    13F-HR 0002036114-24-000001 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).