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Delta Wealth Advisors LLC: VOO position timeline

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

Delta Wealth Advisors LLC held 17,853 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,853 shares
    Change vs previous 13F -656 shares

    8.59% of the 13F portfolio, value $12,512,251.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,509 shares
    Change vs previous 13F -1,290 shares

    9.08% of the 13F portfolio, value $12,712,239.

    13F-HR 0002085853-26-000720 filed by Delta Wealth 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 ended2026-03-31
    13F 19,799 shares
    Change vs previous 13F -468 shares

    9% of the 13F portfolio, value $11,831,159.

    13F-HR 0002085853-26-000437 filed by Delta Wealth 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 ended2025-12-31
    13F 20,267 shares
    Change vs previous 13F -6,792 shares

    10.64% of the 13F portfolio, value $12,710,185.

    13F-HR 0002085853-26-000119 filed by Delta Wealth 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 ended2025-09-30
    13F 27,059 shares
    Change vs previous 13F -480 shares

    12.97% of the 13F portfolio, value $16,570,513.

    13F-HR 0002085853-25-000120 filed by Delta Wealth 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 ended2025-06-30
    13F 27,539 shares
    Change vs previous 13F -3,973 shares

    13.1% of the 13F portfolio, value $15,643,085.

    13F-HR 0002085853-25-000065 filed by Delta Wealth 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 ended2025-03-31
    13F 31,512 shares
    Change vs previous 13F +1,497 shares

    14.7% of the 13F portfolio, value $16,194,429.

    13F-HR 0002085853-25-000064 filed by Delta Wealth 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 ended2024-12-31
    13F 30,015 shares
    Change vs previous 13F not available

    15.24% of the 13F portfolio, value $16,172,475.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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