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BridgePort Financial Solutions, LLC: VOO position timeline

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

BridgePort Financial Solutions, LLC held 19,242 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,242 shares
    Change vs previous 13F -1,966 shares

    3.36% of the 13F portfolio, value $13,215,599.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 21,208 shares
    Change vs previous 13F +2,683 shares

    3.59% of the 13F portfolio, value $12,672,643.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 18,525 shares
    Change vs previous 13F -2,956 shares

    3.12% of the 13F portfolio, value $11,617,481.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 21,481 shares
    Change vs previous 13F +493 shares

    3.54% of the 13F portfolio, value $13,154,814.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 20,988 shares
    Change vs previous 13F +4,913 shares

    3.96% of the 13F portfolio, value $11,921,534.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 16,075 shares
    Change vs previous 13F +10 shares

    3.73% of the 13F portfolio, value $8,261,259.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 16,065 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $8,642,704.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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