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Disclosery

EnRich Financial Partners LLC: VO position timeline

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

EnRich Financial Partners LLC held 231,644 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,644 shares
    Change vs previous 13F +175,277 shares

    4.43% of the 13F portfolio, value $18,663,588.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 56,367 shares
    Change vs previous 13F +1,451 shares

    4.29% of the 13F portfolio, value $16,187,579.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 54,916 shares
    Change vs previous 13F +1,969 shares

    4.34% of the 13F portfolio, value $15,937,856.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 52,947 shares
    Change vs previous 13F +924 shares

    4.43% of the 13F portfolio, value $15,552,504.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 52,023 shares
    Change vs previous 13F +921 shares

    4.47% of the 13F portfolio, value $14,557,498.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 51,102 shares
    Change vs previous 13F +5,848 shares

    4.44% of the 13F portfolio, value $13,215,948.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners 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 45,254 shares
    Change vs previous 13F +1,606 shares

    3.98% of the 13F portfolio, value $11,952,944.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners 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 43,648 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $11,515,734.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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