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HighRoad Wealth Advisors, LLC: VO position timeline

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

HighRoad Wealth Advisors, LLC held 102,596 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,596 shares
    Change vs previous 13F +77,072 shares

    6.97% of the 13F portfolio, value $8,266,186.

    13F-HR 0002079807-26-000003 filed by HighRoad 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 25,524 shares
    Change vs previous 13F -246 shares

    7.16% of the 13F portfolio, value $7,329,871.

    13F-HR 0002079807-26-000002 filed by HighRoad 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 25,770 shares
    Change vs previous 13F not available

    7.14% of the 13F portfolio, value $7,478,966.

    13F-HR 0002079807-26-000001 filed by HighRoad Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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