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Disclosery

McGlone Suttner Wealth Management, Inc.: VOT position timeline

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

McGlone Suttner Wealth Management, Inc. held 762 VOT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 762 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $222,546.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 762 shares
    Change vs previous 13F +762 shares

    0.03% of the 13F portfolio, value $233,400.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    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 0 shares
    Change vs previous 13F -918 shares

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 918 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $256,179.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    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 917 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $269,486.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    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 915 shares
    Change vs previous 13F -410 shares

    0.04% of the 13F portfolio, value $260,284.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    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 1,325 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $324,244.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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