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Wiser Advisor Group LLC: VB position timeline

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

Wiser Advisor Group LLC held 6,294 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,294 shares
    Change vs previous 13F -622 shares

    2.09% of the 13F portfolio, value $1,907,936.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor Group 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 6,916 shares
    Change vs previous 13F -68 shares

    2.19% of the 13F portfolio, value $1,811,476.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor Group 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 6,984 shares
    Change vs previous 13F -50 shares

    2.06% of the 13F portfolio, value $1,801,567.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor Group 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 7,034 shares
    Change vs previous 13F +60 shares

    2.22% of the 13F portfolio, value $1,788,687.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor Group 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 6,974 shares
    Change vs previous 13F -1,044 shares

    2.87% of the 13F portfolio, value $1,652,612.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group 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 8,018 shares
    Change vs previous 13F -1,546 shares

    2.63% of the 13F portfolio, value $1,777,906.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor Group 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 9,564 shares
    Change vs previous 13F +34 shares

    3.34% of the 13F portfolio, value $2,298,083.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor Group 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 9,530 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $2,260,561.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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