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Disclosery

Towerpoint Wealth, LLC: VO position timeline

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

Towerpoint Wealth, LLC held 224,580 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,580 shares
    Change vs previous 13F +168,798 shares

    6.29% of the 13F portfolio, value $18,094,446.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 55,782 shares
    Change vs previous 13F +640 shares

    6.46% of the 13F portfolio, value $16,019,391.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 55,142 shares
    Change vs previous 13F +3,003 shares

    6.34% of the 13F portfolio, value $16,003,338.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 52,139 shares
    Change vs previous 13F +2,057 shares

    6.27% of the 13F portfolio, value $15,315,201.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 50,082 shares
    Change vs previous 13F -3,699 shares

    6.21% of the 13F portfolio, value $14,014,567.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 53,781 shares
    Change vs previous 13F +7,704 shares

    6.89% of the 13F portfolio, value $13,908,815.

    13F-HR 0001085146-25-001961 filed by Towerpoint 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 46,077 shares
    Change vs previous 13F +9,848 shares

    5.96% of the 13F portfolio, value $12,170,424.

    13F-HR 0001085146-25-000191 filed by Towerpoint 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 36,229 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $9,558,276.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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