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Disclosery

VIAWEALTH, LLC: CB position timeline

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

VIAWEALTH, LLC held 2,870 CB 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 2,870 shares
    Change vs previous 13F -23 shares

    0.49% of the 13F portfolio, value $977,924.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 2,893 shares
    Change vs previous 13F +7 shares

    0.52% of the 13F portfolio, value $942,915.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 2,886 shares
    Change vs previous 13F -270 shares

    0.51% of the 13F portfolio, value $900,778.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 3,156 shares
    Change vs previous 13F -203 shares

    0.49% of the 13F portfolio, value $890,781.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 3,359 shares
    Change vs previous 13F -177 shares

    0.58% of the 13F portfolio, value $973,169.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 3,536 shares
    Change vs previous 13F -212 shares

    0.66% of the 13F portfolio, value $1,067,837.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, 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 3,748 shares
    Change vs previous 13F -351 shares

    0.63% of the 13F portfolio, value $1,035,572.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, 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 4,099 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,182,111.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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