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Fiduciary Wealth Partners, LLC: VO position timeline

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

Fiduciary Wealth Partners, LLC held 56,576 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,576 shares
    Change vs previous 13F +34,525 shares

    2.51% of the 13F portfolio, value $4,558,313.

    13F-HR 0001376474-26-000529 filed by Fiduciary Wealth 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 22,051 shares
    Change vs previous 13F -28,650 shares

    4.14% of the 13F portfolio, value $6,332,675.

    13F-HR 0001376474-26-000350 filed by Fiduciary Wealth 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 50,701 shares
    Change vs previous 13F -3,732 shares

    6.03% of the 13F portfolio, value $14,714,380.

    13F-HR 0001376474-26-000077 filed by Fiduciary Wealth 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 54,433 shares
    Change vs previous 13F +18,800 shares

    6.71% of the 13F portfolio, value $15,989,184.

    13F-HR 0001376474-25-000877 filed by Fiduciary Wealth 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 35,633 shares
    Change vs previous 13F +11,162 shares

    9.39% of the 13F portfolio, value $9,971,196.

    13F-HR 0001376474-25-000691 filed by Fiduciary Wealth 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 24,471 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $6,328,731.

    13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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