Skip to content
Disclosery

Fidato Wealth LLC: VOO position timeline

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

Fidato Wealth LLC held 125,575 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,575 shares
    Change vs previous 13F -1,841 shares

    50.4% of the 13F portfolio, value $86,245,961.

    13F-HR 0001172661-26-003019 filed by Fidato Wealth 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 127,416 shares
    Change vs previous 13F +1,595 shares

    49.43% of the 13F portfolio, value $76,137,614.

    13F-HR 0001711360-26-000003 filed by Fidato Wealth 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 125,821 shares
    Change vs previous 13F +2,024 shares

    50.41% of the 13F portfolio, value $78,905,993.

    13F-HR 0001711360-26-000001 filed by Fidato Wealth 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 123,797 shares
    Change vs previous 13F +1,548 shares

    49.83% of the 13F portfolio, value $75,811,070.

    13F-HR 0001711360-25-000007 filed by Fidato Wealth 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 122,249 shares
    Change vs previous 13F +7,417 shares

    49.62% of the 13F portfolio, value $69,440,851.

    13F-HR 0001711360-25-000004 filed by Fidato Wealth 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 114,832 shares
    Change vs previous 13F +2,583 shares

    45.16% of the 13F portfolio, value $59,013,408.

    13F-HR 0001711360-25-000003 filed by Fidato Wealth 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 112,249 shares
    Change vs previous 13F +481 shares

    45.35% of the 13F portfolio, value $60,481,024.

    13F-HR 0001711360-25-000001 filed by Fidato Wealth 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 111,768 shares
    Change vs previous 13F not available

    47.37% of the 13F portfolio, value $58,976,694.

    13F-HR 0001711360-24-000006 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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