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Disclosery

VSM Wealth Advisory, LLC: VB position timeline

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

VSM Wealth Advisory, LLC held 54,504 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,504 shares
    Change vs previous 13F -486 shares

    4.39% of the 13F portfolio, value $16,521,391.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 54,990 shares
    Change vs previous 13F +1,101 shares

    4.3% of the 13F portfolio, value $14,402,930.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 53,889 shares
    Change vs previous 13F -1,118 shares

    4.17% of the 13F portfolio, value $13,900,527.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 55,007 shares
    Change vs previous 13F +54,627 shares

    4.35% of the 13F portfolio, value $13,987,059.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 380 shares
    Change vs previous 13F -53,321 shares

    0.03% of the 13F portfolio, value $105,177.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 53,701 shares
    Change vs previous 13F +249 shares

    4.28% of the 13F portfolio, value $11,908,108.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 53,452 shares
    Change vs previous 13F not available

    4.58% of the 13F portfolio, value $12,843,563.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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