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Wiser Wealth Management, Inc: VIOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wiser Wealth Management, Inc on VIOO, newest first. How the timeline and the estimate are built.

Wiser Wealth Management, Inc held 153,116 VIOO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,116 shares
    Change vs previous 13F -1,247 shares

    4.03% of the 13F portfolio, value $21,059,551.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, 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 154,363 shares
    Change vs previous 13F +5,568 shares

    3.82% of the 13F portfolio, value $17,725,527.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, 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 148,795 shares
    Change vs previous 13F +1,410 shares

    3.67% of the 13F portfolio, value $16,510,318.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, 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 147,385 shares
    Change vs previous 13F +5,799 shares

    3.72% of the 13F portfolio, value $16,281,586.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, 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 141,586 shares
    Change vs previous 13F +15,283 shares

    3.59% of the 13F portfolio, value $14,332,700.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, 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 126,303 shares
    Change vs previous 13F +3,653 shares

    3.42% of the 13F portfolio, value $12,189,527.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, 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 122,650 shares
    Change vs previous 13F +1,207 shares

    3.65% of the 13F portfolio, value $13,005,766.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, 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 121,443 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $13,137,671.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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