Skip to content
Disclosery

Aegis Wealth Management LLC: VOO position timeline

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

Aegis Wealth Management LLC held 3,070 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,070 shares
    Change vs previous 13F -1 shares

    0.99% of the 13F portfolio, value $2,108,507.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth Management 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 3,071 shares
    Change vs previous 13F -102 shares

    1.05% of the 13F portfolio, value $1,835,077.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth Management 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 3,173 shares
    Change vs previous 13F -30 shares

    1.12% of the 13F portfolio, value $1,989,884.

    13F-HR 0001628818-26-000001 filed by Aegis Wealth Management 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 3,203 shares
    Change vs previous 13F -6,357 shares

    1.05% of the 13F portfolio, value $1,961,454.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth Management LLC
    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 9,560 shares
    Change vs previous 13F 0 shares

    2.95% of the 13F portfolio, value $4,912,980.

    13F-HR 0001085146-25-004679 filed by Aegis Wealth Management LLC
    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 9,560 shares
    Change vs previous 13F +7,031 shares

    2.89% of the 13F portfolio, value $4,912,980.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
    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 2,529 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,362,651.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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