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MorganRosel Wealth Management, LLC: VO position timeline

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

MorganRosel Wealth Management, LLC held 41,277 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,277 shares
    Change vs previous 13F +31,746 shares

    1.12% of the 13F portfolio, value $3,325,688.

    13F-HR 0001986152-26-000156 filed by MorganRosel 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 ended2026-03-31
    13F 9,531 shares
    Change vs previous 13F -23,980 shares

    1.08% of the 13F portfolio, value $2,737,113.

    13F-HR 0001986152-26-000063 filed by MorganRosel 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 ended2025-12-31
    13F 33,511 shares
    Change vs previous 13F +55 shares

    2.43% of the 13F portfolio, value $9,725,562.

    13F-HR 0001986152-26-000032 filed by MorganRosel 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 ended2025-09-30
    13F 33,456 shares
    Change vs previous 13F +2,248 shares

    2.55% of the 13F portfolio, value $9,827,365.

    13F-HR 0001753218-25-000002 filed by MorganRosel 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 ended2025-06-30
    13F 31,208 shares
    Change vs previous 13F +214 shares

    2.38% of the 13F portfolio, value $8,732,935.

    13F-HR 0001986152-25-000055 filed by MorganRosel 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 ended2025-03-31
    13F 30,994 shares
    Change vs previous 13F +2,580 shares

    2.43% of the 13F portfolio, value $8,015,668.

    13F-HR 0001986152-25-000035 filed by MorganRosel 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 ended2024-12-31
    13F 28,414 shares
    Change vs previous 13F +714 shares

    2.46% of the 13F portfolio, value $7,504,990.

    13F-HR 0001986152-25-000019 filed by MorganRosel 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 ended2024-09-30
    13F 27,700 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $7,308,091.

    13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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