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Disclosery

Peninsula Wealth, LLC: VO position timeline

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

Peninsula Wealth, LLC held 13,557 VO shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 13,557 shares
    Change vs previous 13F +58 shares

    0.61% of the 13F portfolio, value $3,580,799.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 13,499 shares
    Change vs previous 13F -405 shares

    0.64% of the 13F portfolio, value $3,641,324.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 13,904 shares
    Change vs previous 13F +7,215 shares

    0.65% of the 13F portfolio, value $3,458,248.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 6,689 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,671,387.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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