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Disclosery

Sharp Wealth Advisory, LLC: V position timeline

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

Sharp Wealth Advisory, LLC held 2,853 V shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,853 shares
    Change vs previous 13F -152 shares

    0.45% of the 13F portfolio, value $978,703.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 3,005 shares
    Change vs previous 13F -133 shares

    0.45% of the 13F portfolio, value $908,100.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 3,138 shares
    Change vs previous 13F -149 shares

    0.55% of the 13F portfolio, value $1,100,703.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 3,287 shares
    Change vs previous 13F +125 shares

    0.61% of the 13F portfolio, value $1,122,281.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 3,162 shares
    Change vs previous 13F +551 shares

    0.72% of the 13F portfolio, value $1,122,507.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 2,611 shares
    Change vs previous 13F +91 shares

    0.7% of the 13F portfolio, value $914,927.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 2,520 shares
    Change vs previous 13F -28 shares

    0.6% of the 13F portfolio, value $796,343.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, 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 2,548 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $700,497.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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