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Disclosery

Wheelhouse Advisory Group LLC: VFH position timeline

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

Wheelhouse Advisory Group LLC held 88,023 VFH 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 88,023 shares
    Change vs previous 13F +4,331 shares

    3.27% of the 13F portfolio, value $11,583,780.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 83,692 shares
    Change vs previous 13F +3,016 shares

    3.35% of the 13F portfolio, value $10,110,791.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 80,676 shares
    Change vs previous 13F +5,642 shares

    4.13% of the 13F portfolio, value $10,851,046.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 75,034 shares
    Change vs previous 13F +2,907 shares

    4.24% of the 13F portfolio, value $9,847,588.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 72,127 shares
    Change vs previous 13F +2,134 shares

    4.53% of the 13F portfolio, value $9,181,790.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 69,993 shares
    Change vs previous 13F +2,761 shares

    4.78% of the 13F portfolio, value $8,362,168.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 67,232 shares
    Change vs previous 13F +1,944 shares

    4.71% of the 13F portfolio, value $7,938,156.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group 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 65,288 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $7,175,897.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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