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CWS Financial Advisors, LLC: VOO position timeline

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

CWS Financial Advisors, LLC held 37,948 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 37,948 shares
    Change vs previous 13F -3,532 shares

    5.78% of the 13F portfolio, value $26,063,339.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, 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 41,480 shares
    Change vs previous 13F -2,713 shares

    6.35% of the 13F portfolio, value $24,786,590.

    13F-HR 0001104659-26-049318 filed by CWS Financial Advisors, 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 44,193 shares
    Change vs previous 13F -1,036 shares

    7.52% of the 13F portfolio, value $27,714,833.

    13F-HR 0001104659-26-011365 filed by CWS Financial Advisors, 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 45,229 shares
    Change vs previous 13F -572 shares

    7.69% of the 13F portfolio, value $27,697,616.

    13F-HR 0001104659-25-106015 filed by CWS Financial Advisors, 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 45,801 shares
    Change vs previous 13F +1,939 shares

    7.57% of the 13F portfolio, value $26,016,199.

    13F-HR 0001104659-25-075641 filed by CWS Financial Advisors, 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 43,862 shares
    Change vs previous 13F +1,257 shares

    7.12% of the 13F portfolio, value $22,541,164.

    13F-HR 0001104659-25-047906 filed by CWS Financial Advisors, 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 42,605 shares
    Change vs previous 13F +509 shares

    7.43% of the 13F portfolio, value $22,955,969.

    13F-HR 0001104659-25-009042 filed by CWS Financial Advisors, 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 42,096 shares
    Change vs previous 13F not available

    7.87% of the 13F portfolio, value $22,212,562.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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