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Wells Financial Advisors INC: VO position timeline

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

Wells Financial Advisors INC held 5,732 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 5,732 shares
    Change vs previous 13F +3,219 shares

    4.29% of the 13F portfolio, value $461,827.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 2,513 shares
    Change vs previous 13F -4,202 shares

    3.28% of the 13F portfolio, value $721,683.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    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 6,715 shares
    Change vs previous 13F -1,894 shares

    3.7% of the 13F portfolio, value $1,948,827.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    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 8,609 shares
    Change vs previous 13F -93 shares

    3.38% of the 13F portfolio, value $2,528,808.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
    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 8,702 shares
    Change vs previous 13F -493 shares

    3.35% of the 13F portfolio, value $2,435,081.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
    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 9,195 shares
    Change vs previous 13F +187 shares

    3.28% of the 13F portfolio, value $2,378,011.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors INC
    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 9,008 shares
    Change vs previous 13F -1,439 shares

    3.24% of the 13F portfolio, value $2,379,283.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors INC
    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 10,447 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $2,756,232.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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