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FSM Wealth Advisors, LLC: VONV position timeline

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

FSM Wealth Advisors, LLC held 237,335 VONV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,335 shares
    Change vs previous 13F +1,905 shares

    2.71% of the 13F portfolio, value $25,231,048.

    13F-HR 0001942548-26-000003 filed by FSM Wealth Advisors, 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 235,430 shares
    Change vs previous 13F +16,738 shares

    2.84% of the 13F portfolio, value $22,069,172.

    13F-HR 0001942548-26-000002 filed by FSM Wealth Advisors, 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 218,692 shares
    Change vs previous 13F +2,373 shares

    2.76% of the 13F portfolio, value $20,185,270.

    13F-HR 0001942548-26-000001 filed by FSM Wealth Advisors, 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 216,319 shares
    Change vs previous 13F +6,675 shares

    2.73% of the 13F portfolio, value $19,332,471.

    13F-HR 0001942548-25-000007 filed by FSM Wealth Advisors, 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 209,644 shares
    Change vs previous 13F +28,905 shares

    2.93% of the 13F portfolio, value $18,018,909.

    13F-HR 0001942548-25-000006 filed by FSM Wealth Advisors, 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 180,739 shares
    Change vs previous 13F +5,556 shares

    3.36% of the 13F portfolio, value $14,918,229.

    13F-HR 0001942548-25-000001 filed by FSM Wealth Advisors, 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 175,183 shares
    Change vs previous 13F +3,304 shares

    3.58% of the 13F portfolio, value $14,622,524.

    13F-HR 0001767699-25-000002 filed by FSM Wealth Advisors, 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 171,879 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $14,322,644.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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