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

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

Whitaker-Myers Wealth Managers, LTD. held 115,980 VBR 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 115,980 shares
    Change vs previous 13F +1,299 shares

    4.36% of the 13F portfolio, value $26,794,915.

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

  2. period ended2026-06-30
    13F 114,681 shares
    Change vs previous 13F +6,809 shares

    4.65% of the 13F portfolio, value $27,866,283.

    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 107,872 shares
    Change vs previous 13F +4,448 shares

    4.67% of the 13F portfolio, value $23,435,229.

    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 103,424 shares
    Change vs previous 13F +2,646 shares

    4.57% of the 13F portfolio, value $21,904,149.

    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 100,778 shares
    Change vs previous 13F +7,230 shares

    4.59% of the 13F portfolio, value $21,033,320.

    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 93,548 shares
    Change vs previous 13F +8,594 shares

    4.6% of the 13F portfolio, value $18,242,879.

    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 84,954 shares
    Change vs previous 13F +7,486 shares

    4.44% of the 13F portfolio, value $15,826,092.

    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 77,468 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $15,352,658.

    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).