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Disclosery

Francis Financial, Inc.: VO position timeline

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

Francis Financial, Inc. held 101,619 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,619 shares
    Change vs previous 13F +76,300 shares

    1.34% of the 13F portfolio, value $8,187,443.

    13F-HR 0001727514-26-000003 filed by Francis Financial, Inc.
    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 25,319 shares
    Change vs previous 13F -982 shares

    1.35% of the 13F portfolio, value $7,271,111.

    13F-HR 0001727514-26-000002 filed by Francis Financial, Inc.
    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 26,301 shares
    Change vs previous 13F -589 shares

    1.49% of the 13F portfolio, value $7,633,077.

    13F-HR 0001727514-26-000001 filed by Francis Financial, Inc.
    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 26,890 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $7,900,794.

    13F-HR 0001727514-25-000003 filed by Francis Financial, Inc.
    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 26,890 shares
    Change vs previous 13F +24,748 shares

    1.74% of the 13F portfolio, value $7,526,831.

    13F-HR 0001085146-25-004708 filed by Francis Financial, Inc.
    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 2,142 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $553,965.

    13F-HR 0001085146-25-002986 filed by Francis Financial, Inc.
    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 2,140 shares
    Change vs previous 13F -70 shares

    0.14% of the 13F portfolio, value $565,239.

    13F-HR 0001085146-25-001582 filed by Francis Financial, Inc.
    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 2,210 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $583,065.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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