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Plum Street Advisors, LLC: VOTE position timeline

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

Plum Street Advisors, LLC held 33,640 VOTE 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 33,640 shares
    Change vs previous 13F -520 shares

    0.95% of the 13F portfolio, value $2,966,002.

    13F-HR 0002068236-26-000003 filed by Plum Street 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 34,160 shares
    Change vs previous 13F +219 shares

    0.9% of the 13F portfolio, value $2,606,408.

    13F-HR 0002068236-26-000002 filed by Plum Street 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 33,941 shares
    Change vs previous 13F +8,535 shares

    0.97% of the 13F portfolio, value $2,722,849.

    13F-HR 0002068236-26-000001 filed by Plum Street 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 25,406 shares
    Change vs previous 13F +564 shares

    0.77% of the 13F portfolio, value $1,993,863.

    13F-HR 0002068236-25-000008 filed by Plum Street 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 24,842 shares
    Change vs previous 13F +349 shares

    0.8% of the 13F portfolio, value $1,807,007.

    13F-HR 0002068236-25-000007 filed by Plum Street 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 24,493 shares
    Change vs previous 13F +16,871 shares

    0.77% of the 13F portfolio, value $1,601,597.

    13F-HR 0002068236-25-000006 filed by Plum Street 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 7,622 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $524,279.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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