Skip to content
Disclosery

Crown Wealth Group, LLC: VOO position timeline

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

Crown Wealth Group, LLC held 2,052 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,052 shares
    Change vs previous 13F +187 shares

    0.36% of the 13F portfolio, value $1,409,000.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 1,865 shares
    Change vs previous 13F -329 shares

    0.33% of the 13F portfolio, value $1,114,212.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 2,194 shares
    Change vs previous 13F +286 shares

    0.38% of the 13F portfolio, value $1,375,710.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 1,908 shares
    Change vs previous 13F +177 shares

    0.35% of the 13F portfolio, value $1,168,519.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 1,731 shares
    Change vs previous 13F +1,017 shares

    0.37% of the 13F portfolio, value $983,096.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 714 shares
    Change vs previous 13F -164 shares

    0.19% of the 13F portfolio, value $366,809.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 878 shares
    Change vs previous 13F +194 shares

    0.19% of the 13F portfolio, value $473,015.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 684 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $361,094.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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