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Lee, Kelleher & Klein Wealth Management: VONV position timeline

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

Lee, Kelleher & Klein Wealth Management held 21,706 VONV 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 21,706 shares
    Change vs previous 13F -900 shares

    1.21% of the 13F portfolio, value $2,359,436.

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

  2. period ended2026-06-30
    13F 22,606 shares
    Change vs previous 13F -1,237 shares

    1.26% of the 13F portfolio, value $2,403,244.

    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 23,843 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $2,235,043.

    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 23,843 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $2,200,709.

    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 23,843 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $2,130,849.

    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 23,843 shares
    Change vs previous 13F -5 shares

    1.35% of the 13F portfolio, value $2,031,662.

    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 23,848 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $1,968,414.

    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 23,848 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,937,650.

    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).