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Waterford Advisors, LLC: VB position timeline

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

Waterford Advisors, LLC held 3,634 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,634 shares
    Change vs previous 13F -20 shares

    0.3% of the 13F portfolio, value $1,101,538.

    13F-HR 0001960657-26-000003 filed by Waterford 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 3,654 shares
    Change vs previous 13F -75 shares

    0.29% of the 13F portfolio, value $927,531.

    13F-HR 0001960657-26-000002 filed by Waterford 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 3,729 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $961,896.

    13F-HR 0001960657-26-000001 filed by Waterford 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 3,729 shares
    Change vs previous 13F -378,992 shares

    0.33% of the 13F portfolio, value $948,210.

    13F-HR 0001960657-25-000007 filed by Waterford 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 382,721 shares
    Change vs previous 13F +379,072 shares

    0.35% of the 13F portfolio, value $878,959.

    13F-HR 0001960657-25-000005 filed by Waterford 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 3,649 shares
    Change vs previous 13F -16 shares

    0.34% of the 13F portfolio, value $809,166.

    13F-HR 0001960657-25-000002 filed by Waterford Advisors, 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 3,665 shares
    Change vs previous 13F -132 shares

    0.45% of the 13F portfolio, value $880,626.

    13F-HR 0001960657-25-000001 filed by Waterford Advisors, 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 3,797 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $900,686.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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