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Disclosery

Bernard Wealth Management Corp.: VOO position timeline

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

Bernard Wealth Management Corp. held 301 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301 shares
    Change vs previous 13F +100 shares

    0.08% of the 13F portfolio, value $206,915.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 201 shares
    Change vs previous 13F +150 shares

    0.05% of the 13F portfolio, value $120,181.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 51 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $31,960.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 54 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $32,865.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 54 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,391.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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