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Daner Wealth Management, LLC: VV position timeline

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

Daner Wealth Management, LLC held 41,989 VV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,989 shares
    Change vs previous 13F -629 shares

    8.16% of the 13F portfolio, value $15,046,840.

    13F-HR 0001956649-26-000003 filed by Daner 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 ended2026-03-31
    13F 42,618 shares
    Change vs previous 13F -418 shares

    8.5% of the 13F portfolio, value $14,456,038.

    13F-HR 0001956649-26-000002 filed by Daner 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 ended2025-12-31
    13F 43,036 shares
    Change vs previous 13F -720 shares

    8.38% of the 13F portfolio, value $13,690,598.

    13F-HR 0001956649-26-000001 filed by Daner 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 ended2025-09-30
    13F 43,756 shares
    Change vs previous 13F +286 shares

    8.72% of the 13F portfolio, value $13,433,143.

    13F-HR 0001956649-25-000006 filed by Daner Wealth Management, 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 43,470 shares
    Change vs previous 13F -9,171 shares

    8.9% of the 13F portfolio, value $12,905,501.

    13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 52,641 shares
    Change vs previous 13F not available

    10.76% of the 13F portfolio, value $14,674,108.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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