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WEALTHEDGE INVESTMENT ADVISORS, LLC: VBK position timeline

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

WEALTHEDGE INVESTMENT ADVISORS, LLC held 912 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 912 shares
    Change vs previous 13F -1,085 shares

    0.11% of the 13F portfolio, value $333,800.

    13F-HR 0002058455-26-000003 filed by WEALTHEDGE INVESTMENT 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 1,997 shares
    Change vs previous 13F -3,881 shares

    0.22% of the 13F portfolio, value $603,861.

    13F-HR 0002058455-26-000002 filed by WEALTHEDGE INVESTMENT 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 5,878 shares
    Change vs previous 13F -41 shares

    0.66% of the 13F portfolio, value $1,775,874.

    13F-HR 0002058455-26-000001 filed by WEALTHEDGE INVESTMENT 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 5,919 shares
    Change vs previous 13F +193 shares

    0.67% of the 13F portfolio, value $1,761,750.

    13F-HR 0002058455-25-000003 filed by WEALTHEDGE INVESTMENT 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 5,726 shares
    Change vs previous 13F +8 shares

    0.66% of the 13F portfolio, value $1,585,959.

    13F-HR 0001085146-25-004997 filed by WEALTHEDGE INVESTMENT 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 5,718 shares
    Change vs previous 13F -1,658 shares

    0.65% of the 13F portfolio, value $1,439,803.

    13F-HR 0001085146-25-003040 filed by WEALTHEDGE INVESTMENT 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 7,376 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,065,653.

    13F-HR 0001085146-25-001825 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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