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Benchmark Wealth Management, LLC: VOO position timeline

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

Benchmark Wealth Management, LLC held 45,171 VOO shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 45,171 shares
    Change vs previous 13F +5,048 shares

    11.4% of the 13F portfolio, value $25,658,575.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 40,123 shares
    Change vs previous 13F +2,272 shares

    9.98% of the 13F portfolio, value $20,619,694.

    13F-HR 0001788241-25-000003 filed by Benchmark 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 ended2024-12-31
    13F 37,851 shares
    Change vs previous 13F +45 shares

    10.04% of the 13F portfolio, value $20,394,233.

    13F-HR 0001788241-25-000002 filed by Benchmark 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 ended2024-09-30
    13F 37,806 shares
    Change vs previous 13F +1,385 shares

    9.85% of the 13F portfolio, value $19,949,088.

    13F-HR 0001788241-24-000007 filed by Benchmark 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 ended2024-06-30
    13F 36,421 shares
    Change vs previous 13F +1,776 shares

    9.71% of the 13F portfolio, value $18,215,148.

    13F-HR 0001788241-24-000006 filed by Benchmark 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 ended2024-03-31
    13F 34,645 shares
    Change vs previous 13F +38 shares

    9.08% of the 13F portfolio, value $16,653,768.

    13F-HR 0001788241-24-000003 filed by Benchmark 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 ended2023-12-31
    13F 34,607 shares
    Change vs previous 13F +6,283 shares

    8.94% of the 13F portfolio, value $15,116,322.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth 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 ended2023-09-30
    13F 28,324 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $11,122,835.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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