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Wheelhouse Advisory Group LLC: VV position timeline

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

Wheelhouse Advisory Group LLC held 69,009 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 69,009 shares
    Change vs previous 13F +1,680 shares

    6.7% of the 13F portfolio, value $23,732,892.

    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 67,329 shares
    Change vs previous 13F +1,594 shares

    6.67% of the 13F portfolio, value $20,121,328.

    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 65,735 shares
    Change vs previous 13F +3,558 shares

    7.93% of the 13F portfolio, value $20,850,491.

    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 62,177 shares
    Change vs previous 13F +2,243 shares

    8.24% of the 13F portfolio, value $19,141,932.

    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 59,934 shares
    Change vs previous 13F +2,391 shares

    8.43% of the 13F portfolio, value $17,099,224.

    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 57,543 shares
    Change vs previous 13F +3,302 shares

    8.45% of the 13F portfolio, value $14,790,429.

    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 54,241 shares
    Change vs previous 13F +1,138 shares

    8.68% of the 13F portfolio, value $14,628,888.

    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 53,103 shares
    Change vs previous 13F not available

    9% of the 13F portfolio, value $13,981,705.

    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).