Sound View Wealth Advisors Group, LLC: VLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound View Wealth Advisors Group, LLC on VLO, newest first. How the timeline and the estimate are built.
Sound View Wealth Advisors Group, LLC held 1,493 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,493 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $388,804.
13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,492 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $368,613.
13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,491 sharesChange vs previous 13F +2 shares
0.02% of the 13F portfolio, value $242,688.
13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,489 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $253,589.
13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,488 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $200,014.
13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).