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Disclosery

MONEYWISE, INC.: VV position timeline

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

MONEYWISE, INC. held 44,629 VV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,629 shares
    Change vs previous 13F -908 shares

    5.73% of the 13F portfolio, value $15,348,494.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 45,537 shares
    Change vs previous 13F -2,621 shares

    5.94% of the 13F portfolio, value $13,608,735.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 48,158 shares
    Change vs previous 13F +9,404 shares

    6.31% of the 13F portfolio, value $15,160,075.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 38,754 shares
    Change vs previous 13F -497 shares

    5.4% of the 13F portfolio, value $11,930,711.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,251 shares
    Change vs previous 13F -15,813 shares

    5.25% of the 13F portfolio, value $11,198,277.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 55,064 shares
    Change vs previous 13F +4,156 shares

    7.49% of the 13F portfolio, value $14,153,115.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 50,908 shares
    Change vs previous 13F +10,040 shares

    6.88% of the 13F portfolio, value $13,729,871.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 40,868 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $10,760,194.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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