Skip to content
Disclosery

Taylor & Morgan Wealth Management, LLC: VIOO position timeline

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

Taylor & Morgan Wealth Management, LLC held 4,159 VIOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,159 shares
    Change vs previous 13F -299 shares

    0.25% of the 13F portfolio, value $526,197.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,458 shares
    Change vs previous 13F -150 shares

    0.3% of the 13F portfolio, value $613,153.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan 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 ended2026-03-31
    13F 4,608 shares
    Change vs previous 13F -87 shares

    0.3% of the 13F portfolio, value $529,137.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan 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 ended2025-12-31
    13F 4,695 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $520,957.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan 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 ended2025-09-30
    13F 4,695 shares
    Change vs previous 13F -1,000 shares

    0.32% of the 13F portfolio, value $518,657.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan 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 ended2025-06-30
    13F 5,695 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $576,505.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan 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 ended2025-03-31
    13F 5,695 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $549,624.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan 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 ended2024-12-31
    13F 5,695 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $603,898.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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