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Refined Wealth Management: VO position timeline

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

Refined Wealth Management held 4,215 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,215 shares
    Change vs previous 13F +3,162 shares

    0.2% of the 13F portfolio, value $339,635.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 1,053 shares
    Change vs previous 13F -12,310 shares

    0.19% of the 13F portfolio, value $302,408.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 13,363 shares
    Change vs previous 13F +131 shares

    2.61% of the 13F portfolio, value $3,878,081.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 13,232 shares
    Change vs previous 13F -53 shares

    2.5% of the 13F portfolio, value $3,886,636.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 13,285 shares
    Change vs previous 13F +285 shares

    2.56% of the 13F portfolio, value $3,717,409.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 13,000 shares
    Change vs previous 13F -7,472 shares

    2.75% of the 13F portfolio, value $3,361,937.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    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 20,472 shares
    Change vs previous 13F -140 shares

    4.12% of the 13F portfolio, value $5,407,157.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    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 20,612 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $5,437,942.

    13F-HR 0001724729-24-000006 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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