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Disclosery

ENZI WEALTH: VOO position timeline

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

ENZI WEALTH held 3,632 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,632 shares
    Change vs previous 13F +67 shares

    0.8% of the 13F portfolio, value $2,510,374.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 3,565 shares
    Change vs previous 13F +11 shares

    0.74% of the 13F portfolio, value $2,130,218.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 3,554 shares
    Change vs previous 13F -76 shares

    0.8% of the 13F portfolio, value $2,256,731.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 3,630 shares
    Change vs previous 13F -108 shares

    0.78% of the 13F portfolio, value $2,204,542.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 3,738 shares
    Change vs previous 13F -104 shares

    0.78% of the 13F portfolio, value $2,142,649.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 3,842 shares
    Change vs previous 13F +132 shares

    0.78% of the 13F portfolio, value $1,930,016.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 3,710 shares
    Change vs previous 13F -128 shares

    0.79% of the 13F portfolio, value $2,068,646.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 3,838 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,061,122.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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