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Agate Pass Investment Management, LLC: VOO position timeline

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

Agate Pass Investment Management, LLC held 19,071 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,071 shares
    Change vs previous 13F +1,229 shares

    4.83% of the 13F portfolio, value $13,098,013.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment 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 17,842 shares
    Change vs previous 13F +7,718 shares

    4.17% of the 13F portfolio, value $10,661,766.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment 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 10,124 shares
    Change vs previous 13F +1,864 shares

    2.36% of the 13F portfolio, value $6,348,816.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment 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 8,260 shares
    Change vs previous 13F +1,549 shares

    1.92% of the 13F portfolio, value $5,058,486.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment 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 6,711 shares
    Change vs previous 13F +239 shares

    1.57% of the 13F portfolio, value $3,811,880.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment 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 6,472 shares
    Change vs previous 13F -70 shares

    1.42% of the 13F portfolio, value $3,325,873.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment 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 6,542 shares
    Change vs previous 13F +96 shares

    1.59% of the 13F portfolio, value $3,524,758.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, 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 6,446 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,401,401.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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