Elwood & Goetz Wealth Advisory Group, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on VO, newest first. How the timeline and the estimate are built.
Elwood & Goetz Wealth Advisory Group, LLC held 107,137 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 107,137 sharesChange vs previous 13F +80,590 shares
1.28% of the 13F portfolio, value $8,632,028.
13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,547 sharesChange vs previous 13F -520 shares
1.29% of the 13F portfolio, value $7,623,902.
13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,067 sharesChange vs previous 13F -690 shares
1.38% of the 13F portfolio, value $7,855,521.
13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,757 sharesChange vs previous 13F -423 shares
1.56% of the 13F portfolio, value $8,153,479.
13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,180 sharesChange vs previous 13F +120 shares
1.7% of the 13F portfolio, value $7,885,741.
13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,060 sharesChange vs previous 13F +516 shares
1.77% of the 13F portfolio, value $7,256,999.
13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,544 sharesChange vs previous 13F +132 shares
1.77% of the 13F portfolio, value $7,275,304.
13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,412 sharesChange vs previous 13F not available
1.79% of the 13F portfolio, value $7,232,215.
13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).