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Disclosery

Councilor Wealth, LLC: VOT position timeline

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

Councilor Wealth, LLC held 19,753 VOT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,753 shares
    Change vs previous 13F -300 shares

    2.38% of the 13F portfolio, value $5,770,033.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,053 shares
    Change vs previous 13F -15 shares

    2.49% of the 13F portfolio, value $6,142,333.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,068 shares
    Change vs previous 13F +219 shares

    2.51% of the 13F portfolio, value $5,164,717.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,849 shares
    Change vs previous 13F +104 shares

    2.62% of the 13F portfolio, value $5,540,825.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,745 shares
    Change vs previous 13F +1,252 shares

    2.69% of the 13F portfolio, value $5,801,025.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,493 shares
    Change vs previous 13F +351 shares

    2.46% of the 13F portfolio, value $5,259,469.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,142 shares
    Change vs previous 13F +434 shares

    2.21% of the 13F portfolio, value $4,438,278.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,708 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $4,493,612.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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