Tower View Wealth Management LLC: VOT position timeline

Tower View Wealth Management LLC held 10,677 VOT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 10,677 shares

   Change vs previous 13F +35 shares

   1.44% of the 13F portfolio, value $3,270,415.

   13F-HR 0001729045-26-000003 filed by Tower View Wealth Management LLC
   Filed 2026-07-24 (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 10,642 shares

   Change vs previous 13F +226 shares

   1.41% of the 13F portfolio, value $2,738,651.

   13F-HR 0001729045-26-000002 filed by Tower View Wealth Management LLC
   Filed 2026-04-20 (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 10,416 shares

   Change vs previous 13F -214 shares

   1.44% of the 13F portfolio, value $2,907,662.

   13F-HR 0001729045-26-000001 filed by Tower View 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 10,630 shares

   Change vs previous 13F +1,221 shares

   1.62% of the 13F portfolio, value $3,123,001.

   13F-HR 0001729045-25-000008 filed by Tower View Wealth Management LLC
   Filed 2025-10-16 (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 9,409 shares

   Change vs previous 13F not available

   1.39% of the 13F portfolio, value $2,675,826.

   13F-HR 0001729045-25-000006 filed by Tower View Wealth Management LLC
   Filed 2025-07-21 (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).