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Forthright Family Wealth Advisory LLC: VOO position timeline

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

Forthright Family Wealth Advisory LLC held 2,111 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,111 shares
    Change vs previous 13F -3,302 shares

    0.82% of the 13F portfolio, value $1,450,168.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 5,413 shares
    Change vs previous 13F +2,988 shares

    1.75% of the 13F portfolio, value $2,602,068.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 2,425 shares
    Change vs previous 13F +121 shares

    0.96% of the 13F portfolio, value $1,521,007.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 2,304 shares
    Change vs previous 13F -91 shares

    0.87% of the 13F portfolio, value $1,411,196.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 2,395 shares
    Change vs previous 13F -1,219 shares

    0.86% of the 13F portfolio, value $1,360,645.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 3,614 shares
    Change vs previous 13F -544 shares

    1.23% of the 13F portfolio, value $1,857,464.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 4,158 shares
    Change vs previous 13F -688 shares

    1.46% of the 13F portfolio, value $2,240,532.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 4,846 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,708,172.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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