Skip to content
Disclosery

Lee, Kelleher & Klein Wealth Management: VO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on VO, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 15,215 VO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,215 shares
    Change vs previous 13F -125 shares

    0.61% of the 13F portfolio, value $1,193,182.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,340 shares
    Change vs previous 13F +11,488 shares

    0.65% of the 13F portfolio, value $1,235,944.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,852 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,106,217.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,852 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,117,927.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,852 shares
    Change vs previous 13F -97 shares

    0.7% of the 13F portfolio, value $1,131,486.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,949 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,105,049.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,949 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,021,290.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,949 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,043,049.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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