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Disclosery

VIAWEALTH, LLC: VO position timeline

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

VIAWEALTH, LLC held 23,837 VO 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 23,837 shares
    Change vs previous 13F +17,866 shares

    0.97% of the 13F portfolio, value $1,920,558.

    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 5,971 shares
    Change vs previous 13F -11 shares

    0.95% of the 13F portfolio, value $1,714,883.

    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 5,982 shares
    Change vs previous 13F -262 shares

    0.98% of the 13F portfolio, value $1,736,070.

    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 6,244 shares
    Change vs previous 13F +194 shares

    1% of the 13F portfolio, value $1,834,038.

    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 6,050 shares
    Change vs previous 13F -327 shares

    1% of the 13F portfolio, value $1,692,930.

    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 6,377 shares
    Change vs previous 13F -127 shares

    1.02% of the 13F portfolio, value $1,649,178.

    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 6,504 shares
    Change vs previous 13F -76 shares

    1.04% of the 13F portfolio, value $1,717,933.

    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 6,580 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,735,896.

    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).