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Fusion Family Wealth, LLC: VV position timeline

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

Fusion Family Wealth, LLC held 42,544 VV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,544 shares
    Change vs previous 13F -537 shares

    0.97% of the 13F portfolio, value $14,631,201.

    13F-HR 0001951757-26-001150 filed by Fusion Family 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 43,081 shares
    Change vs previous 13F -217 shares

    0.96% of the 13F portfolio, value $12,874,873.

    13F-HR 0001951757-26-000773 filed by Fusion Family 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 43,298 shares
    Change vs previous 13F -101 shares

    1.03% of the 13F portfolio, value $13,630,226.

    13F-HR 0001951757-26-000355 filed by Fusion Family 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 43,399 shares
    Change vs previous 13F -430 shares

    1% of the 13F portfolio, value $13,360,699.

    13F-HR 0001951757-25-001286 filed by Fusion Family 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 43,829 shares
    Change vs previous 13F -1,069 shares

    1.06% of the 13F portfolio, value $12,504,494.

    13F-HR 0001951757-25-001002 filed by Fusion Family 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 44,898 shares
    Change vs previous 13F +1,865 shares

    1.06% of the 13F portfolio, value $11,540,206.

    13F-HR 0001951757-25-000468 filed by Fusion Family 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 43,033 shares
    Change vs previous 13F -2,426 shares

    1.06% of the 13F portfolio, value $11,605,928.

    13F-HR 0001951757-25-000134 filed by Fusion Family 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 45,459 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $11,968,899.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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