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Disclosery

Fidato Wealth LLC: VO position timeline

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

Fidato Wealth LLC held 557,784 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 557,784 shares
    Change vs previous 13F +417,544 shares

    26.26% of the 13F portfolio, value $44,940,668.

    13F-HR 0001172661-26-003019 filed by Fidato Wealth 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 140,240 shares
    Change vs previous 13F +1,785 shares

    26.15% of the 13F portfolio, value $40,274,212.

    13F-HR 0001711360-26-000003 filed by Fidato 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 ended2025-12-31
    13F 138,455 shares
    Change vs previous 13F +3,704 shares

    25.67% of the 13F portfolio, value $40,182,550.

    13F-HR 0001711360-26-000001 filed by Fidato 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 ended2025-09-30
    13F 134,751 shares
    Change vs previous 13F +3,507 shares

    26.02% of the 13F portfolio, value $39,581,700.

    13F-HR 0001711360-25-000007 filed by Fidato 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 ended2025-06-30
    13F 131,244 shares
    Change vs previous 13F +6,072 shares

    26.24% of the 13F portfolio, value $36,726,131.

    13F-HR 0001711360-25-000004 filed by Fidato 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 ended2025-03-31
    13F 125,172 shares
    Change vs previous 13F +2,072 shares

    24.77% of the 13F portfolio, value $32,371,893.

    13F-HR 0001711360-25-000003 filed by Fidato 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 ended2024-12-31
    13F 123,100 shares
    Change vs previous 13F +2,573 shares

    24.38% of the 13F portfolio, value $32,514,307.

    13F-HR 0001711360-25-000001 filed by Fidato 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 ended2024-09-30
    13F 120,527 shares
    Change vs previous 13F not available

    25.54% of the 13F portfolio, value $31,798,553.

    13F-HR 0001711360-24-000006 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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