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Activest Wealth Management: VOO position timeline

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

Activest Wealth Management held 3,793 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,793 shares
    Change vs previous 13F -19,486 shares

    0.5% of the 13F portfolio, value $2,605,174.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 23,279 shares
    Change vs previous 13F -650 shares

    2.44% of the 13F portfolio, value $13,910,614.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 23,929 shares
    Change vs previous 13F +2,503 shares

    2.8% of the 13F portfolio, value $15,006,628.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 21,426 shares
    Change vs previous 13F +634 shares

    2.66% of the 13F portfolio, value $13,120,602.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 20,792 shares
    Change vs previous 13F +6,602 shares

    2.85% of the 13F portfolio, value $11,810,664.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 14,190 shares
    Change vs previous 13F -4,996 shares

    1.96% of the 13F portfolio, value $7,292,617.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 19,186 shares
    Change vs previous 13F +1,762 shares

    2.89% of the 13F portfolio, value $10,337,702.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 17,424 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $9,194,010.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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