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Certus Wealth Management, LLC: VOO position timeline

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

Certus Wealth Management, LLC held 26,212 VOO shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 26,212 shares
    Change vs previous 13F -550 shares

    9.61% of the 13F portfolio, value $16,051,705.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 26,762 shares
    Change vs previous 13F -11,784 shares

    9.79% of the 13F portfolio, value $15,201,619.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 38,546 shares
    Change vs previous 13F -1,687 shares

    14.02% of the 13F portfolio, value $20,657,572.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 40,233 shares
    Change vs previous 13F +370 shares

    14.98% of the 13F portfolio, value $22,375,583.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 39,863 shares
    Change vs previous 13F +11,449 shares

    14.64% of the 13F portfolio, value $21,034,509.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 28,414 shares
    Change vs previous 13F -18,150 shares

    10.79% of the 13F portfolio, value $14,210,694.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 46,564 shares
    Change vs previous 13F -1,171 shares

    17.42% of the 13F portfolio, value $21,884,149.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 47,735 shares
    Change vs previous 13F not available

    17.69% of the 13F portfolio, value $20,850,648.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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