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Disclosery

StrongBox Wealth, LLC: VO position timeline

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

StrongBox Wealth, LLC held 8,512 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,512 shares
    Change vs previous 13F +6,249 shares

    0.2% of the 13F portfolio, value $685,812.

    13F-HR 0001812155-26-000002 filed by StrongBox Wealth, 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 2,263 shares
    Change vs previous 13F -1,047 shares

    0.21% of the 13F portfolio, value $649,888.

    13F-HR 0001172661-26-001636 filed by StrongBox Wealth, 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 3,310 shares
    Change vs previous 13F -125 shares

    0.32% of the 13F portfolio, value $960,628.

    13F-HR 0001172661-26-000233 filed by StrongBox Wealth, 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 3,435 shares
    Change vs previous 13F -25 shares

    0.34% of the 13F portfolio, value $1,008,997.

    13F-HR 0001172661-25-004182 filed by StrongBox Wealth, 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 3,460 shares
    Change vs previous 13F -112 shares

    0.37% of the 13F portfolio, value $968,212.

    13F-HR 0001172661-25-002507 filed by StrongBox Wealth, 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 3,572 shares
    Change vs previous 13F -234 shares

    0.39% of the 13F portfolio, value $923,791.

    13F-HR 0001172661-25-001754 filed by StrongBox Wealth, 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 3,806 shares
    Change vs previous 13F -275 shares

    0.43% of the 13F portfolio, value $1,005,279.

    13F-HR 0001172661-25-000188 filed by StrongBox Wealth, 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 4,081 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,076,690.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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