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Disclosery

Truepoint, Inc.: VOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Truepoint, Inc. on VOT, newest first. How the timeline and the estimate are built.

Truepoint, Inc. held 1,093,223 VOT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,093,223 shares
    Change vs previous 13F -12,744 shares

    6.99% of the 13F portfolio, value $334,854,246.

    13F-HR 0001765380-26-000257 filed by Truepoint, Inc.
    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 1,105,967 shares
    Change vs previous 13F +37,393 shares

    6.35% of the 13F portfolio, value $284,620,484.

    13F-HR 0001765380-26-000192 filed by Truepoint, Inc.
    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 1,068,574 shares
    Change vs previous 13F +25,761 shares

    6.71% of the 13F portfolio, value $298,281,873.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    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 1,042,813 shares
    Change vs previous 13F +6,710 shares

    7.13% of the 13F portfolio, value $306,368,011.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    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 1,036,103 shares
    Change vs previous 13F +13,147 shares

    7.34% of the 13F portfolio, value $294,657,472.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    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 1,022,956 shares
    Change vs previous 13F +17,742 shares

    6.79% of the 13F portfolio, value $250,255,862.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    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 1,005,214 shares
    Change vs previous 13F -16,737 shares

    6.83% of the 13F portfolio, value $255,073,047.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    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 1,021,951 shares
    Change vs previous 13F not available

    6.68% of the 13F portfolio, value $248,814,458.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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