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ADVISORY RESEARCH INC: VOO position timeline

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

ADVISORY RESEARCH INC held 3,942 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,942 shares
    Change vs previous 13F -3 shares

    0.27% of the 13F portfolio, value $2,707,405.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 3,945 shares
    Change vs previous 13F -2 shares

    0.29% of the 13F portfolio, value $2,357,335.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 3,947 shares
    Change vs previous 13F -1,582 shares

    0.31% of the 13F portfolio, value $2,475,282.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 5,529 shares
    Change vs previous 13F -613 shares

    0.44% of the 13F portfolio, value $3,385,849.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 6,142 shares
    Change vs previous 13F +167 shares

    0.54% of the 13F portfolio, value $3,488,840.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 5,975 shares
    Change vs previous 13F -547 shares

    0.54% of the 13F portfolio, value $3,070,612.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 6,522 shares
    Change vs previous 13F +79 shares

    0.58% of the 13F portfolio, value $3,514,119.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 6,443 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,399,778.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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