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Operose Advisors LLC: VOT position timeline

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

Operose Advisors LLC held 23,535 VOT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,535 shares
    Change vs previous 13F -4,649 shares

    1.39% of the 13F portfolio, value $7,209,366.

    13F-HR 0001909750-26-000007 filed by Operose Advisors 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 28,184 shares
    Change vs previous 13F -3,927 shares

    1.68% of the 13F portfolio, value $7,252,575.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 32,111 shares
    Change vs previous 13F -6,231 shares

    2.09% of the 13F portfolio, value $8,963,670.

    13F-HR 0001909750-26-000002 filed by Operose Advisors 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 38,342 shares
    Change vs previous 13F -667 shares

    2.81% of the 13F portfolio, value $11,265,869.

    13F-HR 0001909750-25-000013 filed by Operose Advisors 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 39,009 shares
    Change vs previous 13F -300 shares

    3.13% of the 13F portfolio, value $11,094,035.

    13F-HR 0001909750-25-000007 filed by Operose Advisors 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 39,309 shares
    Change vs previous 13F +563 shares

    3.19% of the 13F portfolio, value $9,616,545.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 38,746 shares
    Change vs previous 13F -5,613 shares

    3.36% of the 13F portfolio, value $9,831,738.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 44,359 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $10,800,186.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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