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Disclosery

LPWM LLC: VOE position timeline

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

LPWM LLC held 24,226 VOE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,226 shares
    Change vs previous 13F -208 shares

    1.06% of the 13F portfolio, value $4,787,023.

    13F-HR 0001951757-26-001044 filed by LPWM 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 24,434 shares
    Change vs previous 13F -532 shares

    1.14% of the 13F portfolio, value $4,502,665.

    13F-HR 0001951757-26-000557 filed by LPWM 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 24,966 shares
    Change vs previous 13F +2,973 shares

    1.12% of the 13F portfolio, value $4,428,188.

    13F-HR 0001951757-26-000010 filed by LPWM 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 21,993 shares
    Change vs previous 13F +520 shares

    1.02% of the 13F portfolio, value $3,839,565.

    13F-HR 0001951757-25-001174 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,473 shares
    Change vs previous 13F +90 shares

    1.03% of the 13F portfolio, value $3,531,420.

    13F-HR 0001951757-25-000587 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,383 shares
    Change vs previous 13F -29 shares

    1.11% of the 13F portfolio, value $3,432,798.

    13F-HR 0001951757-25-000345 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 21,412 shares
    Change vs previous 13F +249 shares

    1.11% of the 13F portfolio, value $3,463,883.

    13F-HR 0001951757-25-000018 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,163 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $3,509,460.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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