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Base Wealth Management LLC: VOO position timeline

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

Base Wealth Management LLC held 43,061 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,061 shares
    Change vs previous 13F -3,995 shares

    13.76% of the 13F portfolio, value $29,574,737.

    13F-HR 0002083977-26-000005 filed by Base 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 47,056 shares
    Change vs previous 13F -3,487 shares

    15.73% of the 13F portfolio, value $28,118,331.

    13F-HR 0002083977-26-000004 filed by Base 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 50,543 shares
    Change vs previous 13F +15,077 shares

    17.06% of the 13F portfolio, value $31,696,823.

    13F-HR 0002083977-26-000002 filed by Base 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 35,466 shares
    Change vs previous 13F +2,563 shares

    12.38% of the 13F portfolio, value $21,718,927.

    13F-HR 0002083977-25-000003 filed by Base 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 32,903 shares
    Change vs previous 13F -6,070 shares

    11.98% of the 13F portfolio, value $18,689,715.

    13F-HR 0002083977-25-000002 filed by Base 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 38,973 shares
    Change vs previous 13F not available

    15.26% of the 13F portfolio, value $20,028,610.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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