CDM FINANCIAL COUNSELING SERVICES, INC.: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CDM FINANCIAL COUNSELING SERVICES, INC. on VOO, newest first. How the timeline and the estimate are built.
CDM FINANCIAL COUNSELING SERVICES, INC. held 3,747 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,747 sharesChange vs previous 13F -201 shares
2.22% of the 13F portfolio, value $2,573,005.
13F-HR 0002085853-26-000722 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,948 sharesChange vs previous 13F +377 shares
2.26% of the 13F portfolio, value $2,358,215.
13F-HR 0002085853-26-000369 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,571 sharesChange vs previous 13F not available
2.1% of the 13F portfolio, value $2,238,495.
13F-HR 0002085853-26-000204 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).