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FORMULATE FINANCIAL LLC: VOO position timeline

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

FORMULATE FINANCIAL LLC held 25,521 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,521 shares
    Change vs previous 13F +223 shares

    18.45% of the 13F portfolio, value $17,528,625.

    13F-HR 0002093400-26-000003 filed by FORMULATE FINANCIAL 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 25,298 shares
    Change vs previous 13F +252 shares

    18.67% of the 13F portfolio, value $15,116,618.

    13F-HR 0002093400-26-000002 filed by FORMULATE FINANCIAL 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 25,046 shares
    Change vs previous 13F +498 shares

    18.41% of the 13F portfolio, value $15,706,875.

    13F-HR 0002093400-26-000001 filed by FORMULATE FINANCIAL 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 24,548 shares
    Change vs previous 13F not available

    18.64% of the 13F portfolio, value $15,032,531.

    13F-HR 0002093400-25-000001 filed by FORMULATE FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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