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Disclosery

VANCE WEALTH, LLC: VONV position timeline

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

VANCE WEALTH, LLC held 47,987 VONV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,987 shares
    Change vs previous 13F -2,775 shares

    1.15% of the 13F portfolio, value $5,101,463.

    13F-HR 0001951757-26-001264 filed by VANCE 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 50,762 shares
    Change vs previous 13F -2,248 shares

    1.37% of the 13F portfolio, value $4,758,399.

    13F-HR 0001951757-26-000879 filed by VANCE 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/A 53,010 shares
    Change vs previous 13F -4,197 shares

    1.45% of the 13F portfolio, value $4,892,793.

    13F-HR/A 0001951757-26-000476 filed by VANCE 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 57,207 shares
    Change vs previous 13F -2,767 shares

    1.57% of the 13F portfolio, value $5,112,580.

    13F-HR 0001951757-25-001441 filed by VANCE 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 59,974 shares
    Change vs previous 13F -27,720 shares

    1.72% of the 13F portfolio, value $5,110,400.

    13F-HR 0001951757-25-001086 filed by VANCE 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 87,694 shares
    Change vs previous 13F -18,653 shares

    2.72% of the 13F portfolio, value $7,238,278.

    13F-HR 0001951757-25-000555 filed by VANCE 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 106,347 shares
    Change vs previous 13F -1,045 shares

    3.34% of the 13F portfolio, value $8,640,666.

    13F-HR 0001951757-25-000262 filed by VANCE 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 107,392 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $8,948,975.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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