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Payne Capital Management, LLC: VOT position timeline

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

Payne Capital Management, LLC held 52,013 VOT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,013 shares
    Change vs previous 13F +1,149 shares

    4.25% of the 13F portfolio, value $15,931,489.

    13F-HR 0001994332-26-000003 filed by Payne Capital 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 50,864 shares
    Change vs previous 13F +1,290 shares

    3.96% of the 13F portfolio, value $13,089,928.

    13F-HR 0001994332-26-000002 filed by Payne Capital 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 49,574 shares
    Change vs previous 13F +1,090 shares

    4.37% of the 13F portfolio, value $13,838,161.

    13F-HR 0001994332-26-000001 filed by Payne Capital 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 48,484 shares
    Change vs previous 13F +6,196 shares

    4.59% of the 13F portfolio, value $14,244,073.

    13F-HR 0001994332-25-000003 filed by Payne Capital 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 42,288 shares
    Change vs previous 13F -128 shares

    4.63% of the 13F portfolio, value $12,026,373.

    13F-HR 0001085146-25-006011 filed by Payne Capital 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 42,416 shares
    Change vs previous 13F +1,066 shares

    4.42% of the 13F portfolio, value $10,376,561.

    13F-HR 0001085146-25-006010 filed by Payne Capital 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 41,350 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $10,492,541.

    13F-HR 0001085146-25-006009 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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