Skip to content
Disclosery

VSM Wealth Advisory, LLC: VBR position timeline

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

VSM Wealth Advisory, LLC held 6,105 VBR 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 6,105 shares
    Change vs previous 13F +73 shares

    0.39% of the 13F portfolio, value $1,483,379.

    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 6,032 shares
    Change vs previous 13F +115 shares

    0.39% of the 13F portfolio, value $1,310,436.

    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 5,917 shares
    Change vs previous 13F +1,095 shares

    0.38% of the 13F portfolio, value $1,252,996.

    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 4,822 shares
    Change vs previous 13F +9 shares

    0.31% of the 13F portfolio, value $1,006,460.

    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 4,813 shares
    Change vs previous 13F -376 shares

    0.31% of the 13F portfolio, value $938,598.

    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 5,189 shares
    Change vs previous 13F -155 shares

    0.35% of the 13F portfolio, value $966,727.

    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 5,344 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,058,985.

    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).