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ALM First Financial Advisors, LLC: VOO position timeline

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

ALM First Financial Advisors, LLC held 292,747 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 292,747 shares
    Change vs previous 13F +7,313 shares

    27.06% of the 13F portfolio, value $171,313,312.

    13F-HR 0001950054-26-000012 filed by ALM First Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 285,434 shares
    Change vs previous 13F +6,437 shares

    27.43% of the 13F portfolio, value $162,856,387.

    13F-HR 0001950054-26-000007 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 278,997 shares
    Change vs previous 13F +17,909 shares

    26.22% of the 13F portfolio, value $146,161,925.

    13F-HR 0001950054-26-000005 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 261,088 shares
    Change vs previous 13F -18,407 shares

    28.35% of the 13F portfolio, value $143,159,982.

    13F-HR 0001950054-26-000002 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 279,495 shares
    Change vs previous 13F +4,880 shares

    29.39% of the 13F portfolio, value $145,651,521.

    13F-HR 0001950054-25-000009 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 274,615 shares
    Change vs previous 13F 0 shares

    28.62% of the 13F portfolio, value $132,331,109.

    13F-HR 0001950054-25-000004 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 274,615 shares
    Change vs previous 13F -21,125 shares

    27.36% of the 13F portfolio, value $119,723,043.

    13F-HR 0001950054-25-000002 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 295,740 shares
    Change vs previous 13F not available

    31.13% of the 13F portfolio, value $131,704,022.

    13F-HR 0001861163-25-000001 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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