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Vishria Bird Financial Group, LLC: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vishria Bird Financial Group, LLC on VTEB, newest first. How the timeline and the estimate are built.

Vishria Bird Financial Group, LLC held 0 VTEB shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -135,312 shares

    13F-HR 0002063364-25-000248 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 135,312 shares
    Change vs previous 13F +12,285 shares

    2.21% of the 13F portfolio, value $6,634,347.

    13F-HR 0002063364-25-000097 filed by Vishria Bird Financial 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 ended2025-03-31
    13F 123,027 shares
    Change vs previous 13F -607 shares

    2.07% of the 13F portfolio, value $6,104,600.

    13F-HR 0002063364-25-000047 filed by Vishria Bird Financial 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 ended2024-12-31
    13F 123,634 shares
    Change vs previous 13F -684 shares

    2.17% of the 13F portfolio, value $6,198,000.

    13F-HR 0001746438-25-000003 filed by Vishria Bird Financial 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 ended2024-09-30
    13F 124,318 shares
    Change vs previous 13F -307 shares

    2.41% of the 13F portfolio, value $6,355,000.

    13F-HR 0001746438-24-000008 filed by Vishria Bird Financial 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 ended2024-06-30
    13F 124,625 shares
    Change vs previous 13F 0 shares

    2.62% of the 13F portfolio, value $6,245,000.

    13F-HR 0001746438-24-000005 filed by Vishria Bird Financial 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 ended2024-03-31
    13F 124,625 shares
    Change vs previous 13F -3,169 shares

    2.7% of the 13F portfolio, value $6,306,000.

    13F-HR 0001746438-24-000003 filed by Vishria Bird Financial 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 ended2023-12-31
    13F 127,794 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $6,524,000.

    13F-HR 0001746438-24-000001 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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