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Disclosery

CWM, LLC: VBK position timeline

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

CWM, LLC held 118,422 VBK shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 118,422 shares
    Change vs previous 13F +3,388 shares

    0.09% of the 13F portfolio, value $35,793,171.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 115,034 shares
    Change vs previous 13F +63,148 shares

    0.09% of the 13F portfolio, value $34,753,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 51,886 shares
    Change vs previous 13F -2,529 shares

    0.05% of the 13F portfolio, value $15,442,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 54,415 shares
    Change vs previous 13F -2,660 shares

    0.05% of the 13F portfolio, value $15,070,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 57,075 shares
    Change vs previous 13F +31,591 shares

    0.06% of the 13F portfolio, value $14,370,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 25,484 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $7,137,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 25,441 shares
    Change vs previous 13F +474 shares

    0.03% of the 13F portfolio, value $6,802,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 24,967 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,245,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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