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Certus Wealth Management, LLC: VFMO position timeline

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

Certus Wealth Management, LLC held 9,080 VFMO shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,080 shares
    Change vs previous 13F -401 shares

    1.04% of the 13F portfolio, value $1,739,687.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 9,481 shares
    Change vs previous 13F +56 shares

    1.05% of the 13F portfolio, value $1,635,662.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 9,425 shares
    Change vs previous 13F +1,050 shares

    1.03% of the 13F portfolio, value $1,516,765.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 8,375 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,472,325.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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