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Disclosery

Mittelman Wealth Management: VO position timeline

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

Mittelman Wealth Management held 12,621 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,621 shares
    Change vs previous 13F -3,735 shares

    2.87% of the 13F portfolio, value $4,346,802.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 16,356 shares
    Change vs previous 13F +1,034 shares

    2.93% of the 13F portfolio, value $4,697,347.

    13F-HR 0002021464-26-000002 filed by Mittelman 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 ended2025-12-31
    13F 15,322 shares
    Change vs previous 13F +1,950 shares

    2.89% of the 13F portfolio, value $4,446,850.

    13F-HR 0002021464-26-000001 filed by Mittelman 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 ended2025-09-30
    13F 13,372 shares
    Change vs previous 13F +3,128 shares

    2.57% of the 13F portfolio, value $3,928,108.

    13F-HR 0002021464-25-000006 filed by Mittelman 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 ended2025-06-30
    13F 10,244 shares
    Change vs previous 13F +1,912 shares

    2.42% of the 13F portfolio, value $2,866,812.

    13F-HR 0002021464-25-000004 filed by Mittelman 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 ended2025-03-31
    13F 8,332 shares
    Change vs previous 13F +630 shares

    1.94% of the 13F portfolio, value $2,154,987.

    13F-HR 0002021464-25-000003 filed by Mittelman 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 ended2024-12-31
    13F 7,702 shares
    Change vs previous 13F -6,871 shares

    1.89% of the 13F portfolio, value $2,034,329.

    13F-HR 0002021464-25-000001 filed by Mittelman 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 ended2024-09-30
    13F 14,573 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $3,844,794.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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