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Disclosery

Costello Asset Management, INC: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on V, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 25,255 V shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,255 shares
    Change vs previous 13F -329 shares

    2.6% of the 13F portfolio, value $8,664,651.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 25,584 shares
    Change vs previous 13F +496 shares

    2.67% of the 13F portfolio, value $7,732,436.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 25,088 shares
    Change vs previous 13F +3,384 shares

    2.91% of the 13F portfolio, value $8,798,447.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 21,704 shares
    Change vs previous 13F +3,904 shares

    2.48% of the 13F portfolio, value $7,409,231.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 17,800 shares
    Change vs previous 13F +863 shares

    2.37% of the 13F portfolio, value $6,319,897.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 16,937 shares
    Change vs previous 13F +5,808 shares

    2.41% of the 13F portfolio, value $5,935,810.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 11,129 shares
    Change vs previous 13F +2,674 shares

    2.33% of the 13F portfolio, value $3,517,209.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 8,455 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,324,702.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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