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CPA Asset Management Group, LLC: VO position timeline

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

CPA Asset Management Group, LLC held 172,265 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,265 shares
    Change vs previous 13F +126,419 shares

    4% of the 13F portfolio, value $13,879,392.

    13F-HR 0001963967-26-000006 filed by CPA Asset Management Group, 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 45,846 shares
    Change vs previous 13F +8,773 shares

    4.42% of the 13F portfolio, value $13,166,055.

    13F-HR 0001963967-26-000005 filed by CPA Asset Management Group, 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 37,073 shares
    Change vs previous 13F +3,109 shares

    3.78% of the 13F portfolio, value $10,759,327.

    13F-HR 0001963967-26-000001 filed by CPA Asset Management Group, 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 33,964 shares
    Change vs previous 13F +3,843 shares

    3.85% of the 13F portfolio, value $9,976,586.

    13F-HR 0001963967-25-000009 filed by CPA Asset Management Group, 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 30,121 shares
    Change vs previous 13F +1,052 shares

    3.54% of the 13F portfolio, value $8,428,760.

    13F-HR 0001963967-25-000006 filed by CPA Asset Management Group, 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 29,069 shares
    Change vs previous 13F -249 shares

    3.31% of the 13F portfolio, value $7,517,825.

    13F-HR 0001963967-25-000004 filed by CPA Asset Management Group, 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 29,318 shares
    Change vs previous 13F +3,946 shares

    3.6% of the 13F portfolio, value $7,743,764.

    13F-HR 0001963967-25-000001 filed by CPA Asset Management Group, 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 25,372 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $6,693,895.

    13F-HR 0001963967-24-000004 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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