Wolff Financial Management LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolff Financial Management LLC on VB, newest first. How the timeline and the estimate are built.
Wolff Financial Management LLC held 121,432 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 121,432 sharesChange vs previous 13F -1,944 shares
7.34% of the 13F portfolio, value $36,808,557.
13F-HR 0001767940-26-000004 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 123,376 sharesChange vs previous 13F +2,951 shares
7.14% of the 13F portfolio, value $32,314,539.
13F-HR 0001767940-26-000003 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 120,425 sharesChange vs previous 13F +2,724 shares
6.99% of the 13F portfolio, value $31,063,717.
13F-HR 0001767940-26-000001 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 117,701 sharesChange vs previous 13F +4,090 shares
6.95% of the 13F portfolio, value $29,929,026.
13F-HR 0001767940-25-000006 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 113,611 sharesChange vs previous 13F +2,186 shares
6.95% of the 13F portfolio, value $26,924,000.
13F-HR 0001767940-25-000004 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 111,425 sharesChange vs previous 13F +944 shares
6.84% of the 13F portfolio, value $24,708,000.
13F-HR 0001767940-25-000003 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 110,481 sharesChange vs previous 13F +113 shares
7.37% of the 13F portfolio, value $26,546,000.
13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 110,368 sharesChange vs previous 13F not available
7.11% of the 13F portfolio, value $26,180,000.
13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).