Skip to content
Disclosery

Affiance Financial, LLC: VOO position timeline

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

Affiance Financial, LLC held 194,493 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,493 shares
    Change vs previous 13F -150 shares

    19.23% of the 13F portfolio, value $133,579,967.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 194,643 shares
    Change vs previous 13F -3,257 shares

    18.86% of the 13F portfolio, value $116,309,133.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 197,900 shares
    Change vs previous 13F +403 shares

    19.98% of the 13F portfolio, value $124,109,558.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 197,497 shares
    Change vs previous 13F +10,708 shares

    22.02% of the 13F portfolio, value $120,943,604.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 186,789 shares
    Change vs previous 13F +21,493 shares

    21.56% of the 13F portfolio, value $106,102,074.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 165,296 shares
    Change vs previous 13F +8,039 shares

    19.79% of the 13F portfolio, value $84,947,441.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 157,257 shares
    Change vs previous 13F +1,025 shares

    20.27% of the 13F portfolio, value $84,731,646.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    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 156,232 shares
    Change vs previous 13F not available

    20.01% of the 13F portfolio, value $82,439,162.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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