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Whitaker-Myers Wealth Managers, LTD.: VBK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on VBK, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 79,966 VBK shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 79,966 shares
    Change vs previous 13F +1,642 shares

    4.4% of the 13F portfolio, value $27,014,863.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,324 shares
    Change vs previous 13F +2,901 shares

    4.78% of the 13F portfolio, value $28,643,214.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 75,423 shares
    Change vs previous 13F +3,325 shares

    4.54% of the 13F portfolio, value $22,796,484.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 72,098 shares
    Change vs previous 13F +1,144 shares

    4.54% of the 13F portfolio, value $21,781,607.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 70,954 shares
    Change vs previous 13F +6,115 shares

    4.6% of the 13F portfolio, value $21,117,340.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 64,839 shares
    Change vs previous 13F +7,720 shares

    4.52% of the 13F portfolio, value $17,956,581.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 57,119 shares
    Change vs previous 13F +2,303 shares

    4.03% of the 13F portfolio, value $14,380,813.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 54,816 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $15,351,669.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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