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Bernardo Wealth Planning LLC: VONV position timeline

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

Bernardo Wealth Planning LLC held 341,766 VONV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 341,766 shares
    Change vs previous 13F +5,744 shares

    6.21% of the 13F portfolio, value $36,333,185.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 336,022 shares
    Change vs previous 13F -6 shares

    6.17% of the 13F portfolio, value $31,498,676.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 336,028 shares
    Change vs previous 13F +62 shares

    5.91% of the 13F portfolio, value $31,015,389.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 335,966 shares
    Change vs previous 13F +1,017 shares

    5.89% of the 13F portfolio, value $30,025,277.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 334,949 shares
    Change vs previous 13F +6,899 shares

    6.2% of the 13F portfolio, value $28,541,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 328,050 shares
    Change vs previous 13F +8,446 shares

    6.48% of the 13F portfolio, value $27,077,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 319,604 shares
    Change vs previous 13F +12,785 shares

    6.17% of the 13F portfolio, value $25,779,224.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 306,819 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $26,009,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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