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Disclosery

VSM Wealth Advisory, LLC: VO position timeline

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

VSM Wealth Advisory, LLC held 160,789 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,789 shares
    Change vs previous 13F +119,514 shares

    3.44% of the 13F portfolio, value $12,954,793.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 41,275 shares
    Change vs previous 13F +107 shares

    3.54% of the 13F portfolio, value $11,853,497.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 41,168 shares
    Change vs previous 13F -800 shares

    3.59% of the 13F portfolio, value $11,947,818.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 41,968 shares
    Change vs previous 13F +725 shares

    3.83% of the 13F portfolio, value $12,327,707.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 41,243 shares
    Change vs previous 13F -1,162 shares

    3.81% of the 13F portfolio, value $11,541,167.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 42,405 shares
    Change vs previous 13F -1,942 shares

    3.94% of the 13F portfolio, value $10,966,903.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 44,347 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $11,713,399.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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