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Base Wealth Management LLC: VIOO position timeline

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

Base Wealth Management LLC held 20,951 VIOO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,951 shares
    Change vs previous 13F -99 shares

    1.34% of the 13F portfolio, value $2,881,547.

    13F-HR 0002083977-26-000005 filed by Base Wealth Management 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 21,050 shares
    Change vs previous 13F -1,171 shares

    1.35% of the 13F portfolio, value $2,417,219.

    13F-HR 0002083977-26-000004 filed by Base Wealth Management 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 22,221 shares
    Change vs previous 13F +1,349 shares

    1.33% of the 13F portfolio, value $2,465,623.

    13F-HR 0002083977-26-000002 filed by Base Wealth Management 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 20,872 shares
    Change vs previous 13F +530 shares

    1.31% of the 13F portfolio, value $2,305,676.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management 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 20,342 shares
    Change vs previous 13F -12,757 shares

    1.32% of the 13F portfolio, value $2,059,231.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management 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 33,099 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $3,194,424.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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