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A4 Wealth Advisors LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on VOO, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 27,918 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,918 shares
    Change vs previous 13F +16,495 shares

    12.93% of the 13F portfolio, value $19,174,411.

    13F-HR 0002033987-26-000006 filed by A4 Wealth Advisors 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 11,423 shares
    Change vs previous 13F +6,272 shares

    5.67% of the 13F portfolio, value $6,826,105.

    13F-HR 0002033987-26-000004 filed by A4 Wealth Advisors 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 5,151 shares
    Change vs previous 13F +333 shares

    2.8% of the 13F portfolio, value $3,230,073.

    13F-HR 0002033987-26-000002 filed by A4 Wealth Advisors 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 4,818 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $2,950,600.

    13F-HR 0002033987-25-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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