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Fiduciary Wealth Partners, LLC: VOO position timeline

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

Fiduciary Wealth Partners, LLC held 79,623 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,623 shares
    Change vs previous 13F -2,367 shares

    30.1% of the 13F portfolio, value $54,685,672.

    13F-HR 0001376474-26-000529 filed by Fiduciary Wealth 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 81,990 shares
    Change vs previous 13F -38,391 shares

    32.06% of the 13F portfolio, value $48,993,126.

    13F-HR 0001376474-26-000350 filed by Fiduciary Wealth 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 120,381 shares
    Change vs previous 13F -1,278 shares

    30.96% of the 13F portfolio, value $75,494,590.

    13F-HR 0001376474-26-000077 filed by Fiduciary Wealth 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 121,659 shares
    Change vs previous 13F +67,801 shares

    31.28% of the 13F portfolio, value $74,501,689.

    13F-HR 0001376474-25-000877 filed by Fiduciary Wealth 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 53,858 shares
    Change vs previous 13F -20,515 shares

    28.82% of the 13F portfolio, value $30,593,220.

    13F-HR 0001376474-25-000691 filed by Fiduciary Wealth 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 74,373 shares
    Change vs previous 13F not available

    33.03% of the 13F portfolio, value $38,221,081.

    13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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