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Disclosery

Shira Ridge Wealth Management: VO position timeline

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

Shira Ridge Wealth Management held 4,751 VO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,751 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $372,564.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,751 shares
    Change vs previous 13F +3,013 shares

    0.13% of the 13F portfolio, value $382,778.

    13F-HR 0001754960-26-000452 filed by Shira Ridge 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 ended2026-03-31
    13F 1,738 shares
    Change vs previous 13F -6 shares

    0.2% of the 13F portfolio, value $499,084.

    13F-HR 0001754960-26-000222 filed by Shira Ridge 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 ended2025-12-31
    13F 1,744 shares
    Change vs previous 13F -28 shares

    0.2% of the 13F portfolio, value $506,108.

    13F-HR 0001754960-26-000022 filed by Shira Ridge 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 ended2025-09-30
    13F 1,772 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $520,472.

    13F-HR 0001754960-25-000690 filed by Shira Ridge 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 ended2025-06-30
    13F 1,772 shares
    Change vs previous 13F -20 shares

    0.23% of the 13F portfolio, value $495,825.

    13F-HR 0001754960-25-000346 filed by Shira Ridge 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 ended2025-03-31
    13F 1,792 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $463,416.

    13F-HR 0001754960-25-000187 filed by Shira Ridge 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 ended2024-12-31
    13F 1,792 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $473,289.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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