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EnRich Financial Partners LLC: VOO position timeline

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

EnRich Financial Partners LLC held 47,251 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,251 shares
    Change vs previous 13F +615 shares

    7.71% of the 13F portfolio, value $32,452,651.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 46,636 shares
    Change vs previous 13F +915 shares

    7.39% of the 13F portfolio, value $27,867,195.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 45,721 shares
    Change vs previous 13F +797 shares

    7.82% of the 13F portfolio, value $28,673,297.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 44,924 shares
    Change vs previous 13F +254 shares

    7.83% of the 13F portfolio, value $27,510,309.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 44,670 shares
    Change vs previous 13F -4,545 shares

    7.79% of the 13F portfolio, value $25,374,164.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 49,215 shares
    Change vs previous 13F -1,556 shares

    8.49% of the 13F portfolio, value $25,292,007.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners 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 50,771 shares
    Change vs previous 13F +287 shares

    9.11% of the 13F portfolio, value $27,355,938.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners 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 50,484 shares
    Change vs previous 13F not available

    8.9% of the 13F portfolio, value $26,638,844.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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