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Litman Gregory Wealth Management LLC: VOTE position timeline

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

Litman Gregory Wealth Management LLC held 176,249 VOTE shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 176,249 shares
    Change vs previous 13F -5,141 shares

    1.04% of the 13F portfolio, value $14,139,224.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 181,390 shares
    Change vs previous 13F -8,244 shares

    1.06% of the 13F portfolio, value $14,235,488.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 189,634 shares
    Change vs previous 13F -7,428 shares

    1.08% of the 13F portfolio, value $13,793,978.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 197,062 shares
    Change vs previous 13F +2,240 shares

    1.11% of the 13F portfolio, value $12,885,885.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 194,822 shares
    Change vs previous 13F +5,560 shares

    1.16% of the 13F portfolio, value $13,400,832.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 189,262 shares
    Change vs previous 13F +14,912 shares

    1.06% of the 13F portfolio, value $12,688,125.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 174,350 shares
    Change vs previous 13F -748 shares

    0.98% of the 13F portfolio, value $11,085,173.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 175,098 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $10,725,243.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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