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Gradient Capital Advisors, LLC: VO position timeline

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

Gradient Capital Advisors, LLC held 55,041 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,041 shares
    Change vs previous 13F +40,726 shares

    1.03% of the 13F portfolio, value $4,434,657.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 14,315 shares
    Change vs previous 13F -284 shares

    1.07% of the 13F portfolio, value $4,110,889.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 14,599 shares
    Change vs previous 13F -365 shares

    1.09% of the 13F portfolio, value $4,236,796.

    13F-HR 0001727917-26-000002 filed by Gradient Capital 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 14,964 shares
    Change vs previous 13F -156 shares

    1.18% of the 13F portfolio, value $4,395,628.

    13F-HR 0001727917-25-000011 filed by Gradient Capital 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 15,120 shares
    Change vs previous 13F +11 shares

    1.25% of the 13F portfolio, value $4,231,079.

    13F-HR 0001727917-25-000009 filed by Gradient Capital 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 15,109 shares
    Change vs previous 13F -74 shares

    1.28% of the 13F portfolio, value $3,907,535.

    13F-HR 0001727917-25-000005 filed by Gradient Capital 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 15,183 shares
    Change vs previous 13F +370 shares

    1.29% of the 13F portfolio, value $4,010,277.

    13F-HR 0001727917-25-000002 filed by Gradient Capital 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 14,813 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,908,075.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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