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VSM Wealth Advisory, LLC: VV position timeline

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

VSM Wealth Advisory, LLC held 166,932 VV 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 166,932 shares
    Change vs previous 13F -436 shares

    15.25% of the 13F portfolio, value $57,409,515.

    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 167,368 shares
    Change vs previous 13F +2,031 shares

    14.94% of the 13F portfolio, value $50,017,901.

    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 165,337 shares
    Change vs previous 13F -3,494 shares

    15.63% of the 13F portfolio, value $52,038,408.

    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 168,831 shares
    Change vs previous 13F +3,545 shares

    16.17% of the 13F portfolio, value $51,976,205.

    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 165,286 shares
    Change vs previous 13F -1,666 shares

    15.58% of the 13F portfolio, value $47,156,053.

    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 166,952 shares
    Change vs previous 13F -2,077 shares

    15.42% of the 13F portfolio, value $42,911,634.

    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 169,029 shares
    Change vs previous 13F not available

    16.26% of the 13F portfolio, value $45,587,214.

    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).