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Smith & Howard Wealth Management, LLC: VO position timeline

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

Smith & Howard Wealth Management, LLC held 223,338 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,338 shares
    Change vs previous 13F +169,371 shares

    3.7% of the 13F portfolio, value $17,994,330.

    13F-HR 0001398344-26-013293 filed by Smith & Howard Wealth Management, 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 53,967 shares
    Change vs previous 13F +4,817 shares

    3.35% of the 13F portfolio, value $15,503,672.

    13F-HR 0001398344-26-007266 filed by Smith & Howard Wealth Management, 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 49,150 shares
    Change vs previous 13F +5,262 shares

    3.26% of the 13F portfolio, value $14,264,267.

    13F-HR 0001398344-26-001931 filed by Smith & Howard Wealth Management, 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 43,888 shares
    Change vs previous 13F +604 shares

    3% of the 13F portfolio, value $12,891,542.

    13F-HR 0001398344-25-020714 filed by Smith & Howard Wealth Management, 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 43,284 shares
    Change vs previous 13F +2,308 shares

    3.07% of the 13F portfolio, value $12,112,048.

    13F-HR 0001398344-25-013169 filed by Smith & Howard Wealth Management, 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 40,976 shares
    Change vs previous 13F +5,997 shares

    2.9% of the 13F portfolio, value $10,597,108.

    13F-HR 0001398344-25-007512 filed by Smith & Howard Wealth Management, 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 34,979 shares
    Change vs previous 13F -341 shares

    2.61% of the 13F portfolio, value $9,238,896.

    13F-HR 0001398344-25-002254 filed by Smith & Howard Wealth Management, 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 35,320 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $9,318,368.

    13F-HR 0001398344-24-019264 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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