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Kassira Wealth Management LLC: VOT position timeline

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

Kassira Wealth Management LLC held 8,108 VOT 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 8,108 shares
    Change vs previous 13F -6 shares

    2% of the 13F portfolio, value $2,483,481.

    13F-HR 0002095972-26-000003 filed by Kassira Wealth Management 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 8,114 shares
    Change vs previous 13F -102 shares

    1.92% of the 13F portfolio, value $2,088,138.

    13F-HR 0002095972-26-000002 filed by Kassira Wealth Management 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 8,216 shares
    Change vs previous 13F +31 shares

    2.18% of the 13F portfolio, value $2,293,414.

    13F-HR 0002095972-26-000001 filed by Kassira Wealth Management 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 8,185 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,404,671.

    13F-HR 0002095972-25-000001 filed by Kassira Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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