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Disclosery

VIAWEALTH, LLC: VIOO position timeline

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

VIAWEALTH, LLC held 3,780 VIOO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,780 shares
    Change vs previous 13F -115 shares

    0.26% of the 13F portfolio, value $519,877.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 3,895 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $447,242.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 3,895 shares
    Change vs previous 13F -200 shares

    0.24% of the 13F portfolio, value $432,169.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 4,095 shares
    Change vs previous 13F -335 shares

    0.25% of the 13F portfolio, value $452,319.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 4,430 shares
    Change vs previous 13F -14 shares

    0.27% of the 13F portfolio, value $448,428.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 4,444 shares
    Change vs previous 13F +125 shares

    0.26% of the 13F portfolio, value $428,870.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, 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 4,319 shares
    Change vs previous 13F -691 shares

    0.28% of the 13F portfolio, value $457,964.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, 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 5,010 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $541,984.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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