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Disclosery

Joel Adams & Associates, Inc.: VO position timeline

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

Joel Adams & Associates, Inc. held 35,611 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,611 shares
    Change vs previous 13F +26,666 shares

    1.84% of the 13F portfolio, value $2,869,184.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, 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 8,945 shares
    Change vs previous 13F -132 shares

    1.91% of the 13F portfolio, value $2,568,699.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, 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 9,077 shares
    Change vs previous 13F +422 shares

    1.98% of the 13F portfolio, value $2,634,445.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, 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 8,655 shares
    Change vs previous 13F -206 shares

    2.05% of the 13F portfolio, value $2,542,222.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, 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 8,861 shares
    Change vs previous 13F -985 shares

    2.19% of the 13F portfolio, value $2,479,627.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, 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 9,846 shares
    Change vs previous 13F -274 shares

    2.29% of the 13F portfolio, value $2,546,436.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, 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 10,120 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $2,672,993.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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