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
- period ended2026-06-3013F 47,251 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,636 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,721 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,924 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,670 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 49,215 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 50,771 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,484 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).