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Clientfirst Wealth Management, LLC: VOO position timeline

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

Clientfirst Wealth Management, LLC held 6,902 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,902 shares
    Change vs previous 13F -18 shares

    3.89% of the 13F portfolio, value $4,740,363.

    13F-HR 0001915494-26-000004 filed by Clientfirst 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 ended2026-03-31
    13F 6,920 shares
    Change vs previous 13F 0 shares

    3.49% of the 13F portfolio, value $4,135,046.

    13F-HR 0001915494-26-000002 filed by Clientfirst 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 ended2025-12-31
    13F 6,920 shares
    Change vs previous 13F 0 shares

    3.48% of the 13F portfolio, value $4,339,740.

    13F-HR 0001915494-26-000001 filed by Clientfirst 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 ended2025-09-30
    13F 6,920 shares
    Change vs previous 13F 0 shares

    3.39% of the 13F portfolio, value $4,237,670.

    13F-HR 0001915494-25-000002 filed by Clientfirst 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 ended2025-06-30
    13F 6,920 shares
    Change vs previous 13F +50 shares

    4.02% of the 13F portfolio, value $3,930,768.

    13F-HR 0001085146-25-005234 filed by Clientfirst 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 ended2025-03-31
    13F 6,870 shares
    Change vs previous 13F 0 shares

    4% of the 13F portfolio, value $3,530,562.

    13F-HR 0001085146-25-002507 filed by Clientfirst 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 ended2024-12-31
    13F 6,870 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $3,701,625.

    13F-HR 0001085146-25-000541 filed by Clientfirst Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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