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Disclosery

WFA of San Diego, LLC: VMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFA of San Diego, LLC on VMBS, newest first. How the timeline and the estimate are built.

WFA of San Diego, LLC held 57,319 VMBS 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 57,319 shares
    Change vs previous 13F -2,818 shares

    2.17% of the 13F portfolio, value $2,655,016.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 60,137 shares
    Change vs previous 13F +1,254 shares

    2.27% of the 13F portfolio, value $2,823,432.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 58,883 shares
    Change vs previous 13F -139 shares

    2.03% of the 13F portfolio, value $2,772,212.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 59,022 shares
    Change vs previous 13F +1,316 shares

    1.89% of the 13F portfolio, value $2,771,673.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 57,706 shares
    Change vs previous 13F +10,397 shares

    1.97% of the 13F portfolio, value $2,674,096.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 47,309 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $2,233,459.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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