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Disclosery

Francis Financial, Inc.: VOO position timeline

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

Francis Financial, Inc. held 122,978 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,978 shares
    Change vs previous 13F -2,771 shares

    13.86% of the 13F portfolio, value $84,462,470.

    13F-HR 0001727514-26-000003 filed by Francis Financial, Inc.
    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 125,749 shares
    Change vs previous 13F -315 shares

    13.96% of the 13F portfolio, value $75,141,237.

    13F-HR 0001727514-26-000002 filed by Francis Financial, Inc.
    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 126,064 shares
    Change vs previous 13F -102 shares

    15.48% of the 13F portfolio, value $79,058,388.

    13F-HR 0001727514-26-000001 filed by Francis Financial, Inc.
    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 126,166 shares
    Change vs previous 13F +1,707 shares

    13.77% of the 13F portfolio, value $77,271,047.

    13F-HR 0001727514-25-000003 filed by Francis Financial, Inc.
    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 124,459 shares
    Change vs previous 13F -7,462 shares

    16.34% of the 13F portfolio, value $70,702,433.

    13F-HR 0001085146-25-004708 filed by Francis Financial, Inc.
    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 131,921 shares
    Change vs previous 13F +425 shares

    16.49% of the 13F portfolio, value $67,795,549.

    13F-HR 0001085146-25-002986 filed by Francis Financial, Inc.
    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 131,496 shares
    Change vs previous 13F -1,157 shares

    18% of the 13F portfolio, value $70,851,505.

    13F-HR 0001085146-25-001582 filed by Francis Financial, Inc.
    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 132,653 shares
    Change vs previous 13F not available

    18.52% of the 13F portfolio, value $69,999,618.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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