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Disclosery

Forum Private Client Group LLC: VO position timeline

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

Forum Private Client Group LLC held 201,349 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,349 shares
    Change vs previous 13F +155,727 shares

    4.83% of the 13F portfolio, value $16,222,726.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 45,622 shares
    Change vs previous 13F +4,637 shares

    4.38% of the 13F portfolio, value $13,128,506.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 40,985 shares
    Change vs previous 13F +5,087 shares

    4.05% of the 13F portfolio, value $11,894,774.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 35,898 shares
    Change vs previous 13F +4,625 shares

    3.76% of the 13F portfolio, value $10,544,683.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 31,273 shares
    Change vs previous 13F +4,050 shares

    3.37% of the 13F portfolio, value $8,750,995.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 27,223 shares
    Change vs previous 13F +1,455 shares

    3.06% of the 13F portfolio, value $7,040,450.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 25,768 shares
    Change vs previous 13F +915 shares

    3.02% of the 13F portfolio, value $6,782,798.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 24,853 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $6,557,068.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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