SpringVest Wealth Management LLC: VO position timeline

SpringVest Wealth Management LLC held 10,644 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 10,644 shares

   Change vs previous 13F +8,105 shares

   0.54% of the 13F portfolio, value $857,587.

   13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,539 shares

   Change vs previous 13F +242 shares

   0.5% of the 13F portfolio, value $729,150.

   13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,297 shares

   Change vs previous 13F +30 shares

   0.46% of the 13F portfolio, value $666,635.

   13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,267 shares

   Change vs previous 13F +88 shares

   0.49% of the 13F portfolio, value $665,909.

   13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,179 shares

   Change vs previous 13F +61 shares

   0.5% of the 13F portfolio, value $612,084.

   13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,118 shares

   Change vs previous 13F +282 shares

   0.45% of the 13F portfolio, value $547,757.

   13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,836 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $484,943.

   13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
   Filed 2025-03-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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