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Disclosery

Shira Ridge Wealth Management: VOT position timeline

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

Shira Ridge Wealth Management held 3,830 VOT 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 3,830 shares
    Change vs previous 13F -402 shares

    0.39% of the 13F portfolio, value $1,118,654.

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

  2. period ended2026-06-30
    13F 4,232 shares
    Change vs previous 13F -655 shares

    0.45% of the 13F portfolio, value $1,296,285.

    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 4,887 shares
    Change vs previous 13F -206 shares

    0.5% of the 13F portfolio, value $1,257,689.

    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 5,093 shares
    Change vs previous 13F -10,489 shares

    0.57% of the 13F portfolio, value $1,421,681.

    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 15,582 shares
    Change vs previous 13F -242 shares

    1.94% of the 13F portfolio, value $4,577,858.

    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 15,824 shares
    Change vs previous 13F +77 shares

    2.06% of the 13F portfolio, value $4,500,209.

    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 15,747 shares
    Change vs previous 13F +499 shares

    1.92% of the 13F portfolio, value $3,852,364.

    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 15,248 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $3,869,199.

    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).