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PRESILIUM PRIVATE WEALTH, LLC: VOE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRESILIUM PRIVATE WEALTH, LLC on VOE, newest first. How the timeline and the estimate are built.

PRESILIUM PRIVATE WEALTH, LLC held 153,517 VOE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,517 shares
    Change vs previous 13F +6,627 shares

    4.66% of the 13F portfolio, value $30,334,862.

    13F-HR 0001939831-26-000003 filed by PRESILIUM PRIVATE 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 ended2026-03-31
    13F 146,890 shares
    Change vs previous 13F +1,191 shares

    4.77% of the 13F portfolio, value $27,068,835.

    13F-HR 0001939831-26-000002 filed by PRESILIUM PRIVATE 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 ended2025-12-31
    13F 145,699 shares
    Change vs previous 13F +3,900 shares

    4.72% of the 13F portfolio, value $25,842,577.

    13F-HR 0001939831-26-000001 filed by PRESILIUM PRIVATE 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 ended2025-09-30
    13F 141,799 shares
    Change vs previous 13F +5,813 shares

    4.7% of the 13F portfolio, value $24,755,213.

    13F-HR 0001939831-25-000005 filed by PRESILIUM PRIVATE WEALTH, 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 135,986 shares
    Change vs previous 13F +9,619 shares

    4.58% of the 13F portfolio, value $22,364,267.

    13F-HR 0001939831-25-000003 filed by PRESILIUM PRIVATE WEALTH, 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 126,367 shares
    Change vs previous 13F +26,834 shares

    4.54% of the 13F portfolio, value $20,286,958.

    13F-HR 0001939831-25-000002 filed by PRESILIUM PRIVATE WEALTH, 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 99,533 shares
    Change vs previous 13F +2,570 shares

    3.7% of the 13F portfolio, value $16,101,453.

    13F-HR 0001939831-25-000001 filed by PRESILIUM PRIVATE WEALTH, 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 96,963 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $16,257,786.

    13F-HR 0001939831-24-000004 filed by PRESILIUM PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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