LightSquare Wealth Management, LLC: VOT position timeline

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

LightSquare Wealth Management, LLC held 2,992 VOT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 2,992 shares
Change vs previous 13F -341 shares
0.63% of the 13F portfolio, value $916,444.
13F-HR 0001754960-26-000679 filed by LightSquare Wealth Management, LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,333 shares
Change vs previous 13F not available
0.64% of the 13F portfolio, value $857,775.
13F-HR 0001754960-26-000373 filed by LightSquare Wealth Management, LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).