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VestGen Advisors, LLC: VMBS position timeline

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

VestGen Advisors, LLC held 72,303 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,303 shares
    Change vs previous 13F +226 shares

    0.1% of the 13F portfolio, value $3,384,503.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 72,077 shares
    Change vs previous 13F -49,831 shares

    0.09% of the 13F portfolio, value $3,361,671.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 121,908 shares
    Change vs previous 13F +70,931 shares

    0.24% of the 13F portfolio, value $5,739,429.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 50,977 shares
    Change vs previous 13F +1,093 shares

    0.08% of the 13F portfolio, value $2,393,880.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 49,884 shares
    Change vs previous 13F -4,188 shares

    0.09% of the 13F portfolio, value $2,311,625.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 54,072 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,504,074.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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