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Strata Wealth Advisors, LLC: VO position timeline

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

Strata Wealth Advisors, LLC held 22,450 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,450 shares
    Change vs previous 13F +16,555 shares

    0.44% of the 13F portfolio, value $1,808,760.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 5,895 shares
    Change vs previous 13F -256 shares

    0.46% of the 13F portfolio, value $1,692,819.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, 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 6,151 shares
    Change vs previous 13F -123 shares

    0.5% of the 13F portfolio, value $1,785,132.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, 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 6,274 shares
    Change vs previous 13F -225 shares

    0.49% of the 13F portfolio, value $1,842,956.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, 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 6,499 shares
    Change vs previous 13F +321 shares

    0.5% of the 13F portfolio, value $1,818,577.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, 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 6,178 shares
    Change vs previous 13F +81 shares

    0.5% of the 13F portfolio, value $1,597,789.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, 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 6,097 shares
    Change vs previous 13F +699 shares

    0.51% of the 13F portfolio, value $1,610,500.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, 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 5,398 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,424,131.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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