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Wheelhouse Advisory Group LLC: VO position timeline

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

Wheelhouse Advisory Group LLC held 189,521 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 189,521 shares
    Change vs previous 13F +143,523 shares

    4.31% of the 13F portfolio, value $15,269,736.

    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 45,998 shares
    Change vs previous 13F +1,234 shares

    4.38% of the 13F portfolio, value $13,209,614.

    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 44,764 shares
    Change vs previous 13F +3,739 shares

    4.99% of the 13F portfolio, value $13,112,551.

    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 41,025 shares
    Change vs previous 13F +2,527 shares

    5.19% of the 13F portfolio, value $12,050,940.

    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 38,498 shares
    Change vs previous 13F +1,414 shares

    5.31% of the 13F portfolio, value $10,772,970.

    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 37,084 shares
    Change vs previous 13F +1,920 shares

    5.48% of the 13F portfolio, value $9,590,796.

    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 35,164 shares
    Change vs previous 13F +1,663 shares

    5.51% of the 13F portfolio, value $9,287,942.

    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 33,501 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $8,838,778.

    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).