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Annapolis Financial Services, LLC: VO position timeline

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

Annapolis Financial Services, LLC held 63,607 VO shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 63,607 shares
    Change vs previous 13F +3,489 shares

    4.97% of the 13F portfolio, value $16,781,508.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 60,118 shares
    Change vs previous 13F +4,117 shares

    4.72% of the 13F portfolio, value $14,554,520.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 56,001 shares
    Change vs previous 13F -9,920 shares

    4.61% of the 13F portfolio, value $13,992,361.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 65,921 shares
    Change vs previous 13F +5,816 shares

    3.84% of the 13F portfolio, value $15,335,787.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 60,105 shares
    Change vs previous 13F +2,806 shares

    3.61% of the 13F portfolio, value $12,516,330.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 57,299 shares
    Change vs previous 13F +6,474 shares

    3.59% of the 13F portfolio, value $12,614,971.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 50,825 shares
    Change vs previous 13F +6,808 shares

    3.25% of the 13F portfolio, value $10,719,948.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 44,017 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $8,971,145.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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