Charis Legacy Partners, LLC: VOO position timeline

Charis Legacy Partners, LLC held 24,916 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 24,916 shares

   Change vs previous 13F +626 shares

   21.04% of the 13F portfolio, value $17,112,751.

   13F-HR 0001754960-26-000458 filed by Charis Legacy Partners, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 24,290 shares

   Change vs previous 13F +596 shares

   21.23% of the 13F portfolio, value $14,514,584.

   13F-HR 0001754960-26-000210 filed by Charis Legacy Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 23,694 shares

   Change vs previous 13F -148 shares

   21.93% of the 13F portfolio, value $14,859,193.

   13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 23,842 shares

   Change vs previous 13F -1,105 shares

   21.78% of the 13F portfolio, value $14,600,568.

   13F-HR 0001754960-25-000643 filed by Charis Legacy Partners, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 24,947 shares

   Change vs previous 13F +856 shares

   23.34% of the 13F portfolio, value $14,170,768.

   13F-HR 0001754960-25-000325 filed by Charis Legacy Partners, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 24,091 shares

   Change vs previous 13F +4,923 shares

   23.44% of the 13F portfolio, value $12,380,853.

   13F-HR 0001754960-25-000193 filed by Charis Legacy Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 19,168 shares

   Change vs previous 13F not available

   21.08% of the 13F portfolio, value $10,327,787.

   13F-HR 0001754960-25-000142 filed by Charis Legacy Partners, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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