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4WEALTH ADVISORS, INC.: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on VOO, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 24,057 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,057 shares
    Change vs previous 13F +20,506 shares

    11.69% of the 13F portfolio, value $16,899,243.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,551 shares
    Change vs previous 13F +197 shares

    1.86% of the 13F portfolio, value $2,418,189.

    13F-HR 0001941040-26-000425 filed by 4WEALTH 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 ended2026-03-31
    13F 3,354 shares
    Change vs previous 13F +164 shares

    1.66% of the 13F portfolio, value $1,948,283.

    13F-HR 0001941040-26-000269 filed by 4WEALTH 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 ended2025-12-31
    13F 3,190 shares
    Change vs previous 13F +49 shares

    1.73% of the 13F portfolio, value $2,000,701.

    13F-HR 0001941040-26-000036 filed by 4WEALTH 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 ended2025-09-30
    13F 3,141 shares
    Change vs previous 13F +1,155 shares

    1.78% of the 13F portfolio, value $1,923,484.

    13F-HR 0001941040-25-000575 filed by 4WEALTH 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 ended2025-06-30
    13F 1,986 shares
    Change vs previous 13F +314 shares

    1.17% of the 13F portfolio, value $1,128,022.

    13F-HR 0001941040-25-000412 filed by 4WEALTH 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 ended2025-03-31
    13F 1,672 shares
    Change vs previous 13F +1,075 shares

    0.95% of the 13F portfolio, value $859,180.

    13F-HR 0001941040-25-000258 filed by 4WEALTH 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 ended2024-12-31
    13F 597 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $321,533.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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