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Disclosery

TL Private Wealth: VO position timeline

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

TL Private Wealth held 488,218 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 488,218 shares
    Change vs previous 13F +366,541 shares

    14.43% of the 13F portfolio, value $39,355,214.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 121,677 shares
    Change vs previous 13F -3,357 shares

    14.25% of the 13F portfolio, value $36,101,609.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 125,034 shares
    Change vs previous 13F -20 shares

    14.37% of the 13F portfolio, value $37,342,610.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 125,054 shares
    Change vs previous 13F -3,219 shares

    14.53% of the 13F portfolio, value $36,214,244.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 128,273 shares
    Change vs previous 13F +2,556 shares

    15.03% of the 13F portfolio, value $36,202,414.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 125,717 shares
    Change vs previous 13F +5,467 shares

    14.24% of the 13F portfolio, value $28,731,319.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 120,250 shares
    Change vs previous 13F -2,761 shares

    14.51% of the 13F portfolio, value $32,401,243.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 123,011 shares
    Change vs previous 13F not available

    14.41% of the 13F portfolio, value $32,187,077.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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