Position in VBNK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$301,730
+$117,520 QoQ
Shares Held
13,000
0.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#38
of 52 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VBNK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $301,730 across 1 Banks - Regional name. VBNK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VBNK |
VersaBank
This page
|
13,000 | $301,730 |
All Filings in VBNK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,730 | 13,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $184,210 | 13,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $194,740 | 13,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $158,730 | 13,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $148,200 | 13,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $134,680 | 13,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $180,050 | 13,000 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||