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Disclosery

BOSTON FAMILY OFFICE LLC: VO position timeline

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

BOSTON FAMILY OFFICE LLC held 39,899 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,899 shares
    Change vs previous 13F +29,935 shares

    0.2% of the 13F portfolio, value $3,215,000.

    13F-HR 0001039807-26-000006 filed by BOSTON FAMILY OFFICE 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 9,964 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,862,000.

    13F-HR 0001039807-26-000004 filed by BOSTON FAMILY OFFICE 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 9,964 shares
    Change vs previous 13F +207 shares

    0.18% of the 13F portfolio, value $2,892,000.

    13F-HR 0001039807-26-000002 filed by BOSTON FAMILY OFFICE 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 9,757 shares
    Change vs previous 13F +751 shares

    0.18% of the 13F portfolio, value $2,866,000.

    13F-HR 0001039807-25-000013 filed by BOSTON FAMILY OFFICE 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 9,006 shares
    Change vs previous 13F +1,044 shares

    0.17% of the 13F portfolio, value $2,520,000.

    13F-HR 0001039807-25-000006 filed by BOSTON FAMILY OFFICE 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 7,962 shares
    Change vs previous 13F +1,329 shares

    0.15% of the 13F portfolio, value $2,059,000.

    13F-HR 0001039807-25-000004 filed by BOSTON FAMILY OFFICE 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 6,633 shares
    Change vs previous 13F +228 shares

    0.12% of the 13F portfolio, value $1,752,000.

    13F-HR 0001039807-25-000002 filed by BOSTON FAMILY OFFICE 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 6,405 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,690,000.

    13F-HR 0001039807-24-000009 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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