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Fusion Family Wealth, LLC: VOO position timeline

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

Fusion Family Wealth, LLC held 390,755 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 390,755 shares
    Change vs previous 13F -3,071 shares

    17.83% of the 13F portfolio, value $268,374,279.

    13F-HR 0001951757-26-001150 filed by Fusion Family 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 393,826 shares
    Change vs previous 13F +13,048 shares

    17.57% of the 13F portfolio, value $235,330,609.

    13F-HR 0001951757-26-000773 filed by Fusion Family 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 380,778 shares
    Change vs previous 13F +7,096 shares

    18.1% of the 13F portfolio, value $238,797,341.

    13F-HR 0001951757-26-000355 filed by Fusion Family 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 373,682 shares
    Change vs previous 13F -4,018 shares

    17.14% of the 13F portfolio, value $228,835,099.

    13F-HR 0001951757-25-001286 filed by Fusion Family 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 377,700 shares
    Change vs previous 13F +10,020 shares

    18.14% of the 13F portfolio, value $214,545,146.

    13F-HR 0001951757-25-001002 filed by Fusion Family 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 367,680 shares
    Change vs previous 13F +3,395 shares

    17.37% of the 13F portfolio, value $188,954,200.

    13F-HR 0001951757-25-000468 filed by Fusion Family 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 364,285 shares
    Change vs previous 13F +13,689 shares

    18% of the 13F portfolio, value $196,280,216.

    13F-HR 0001951757-25-000134 filed by Fusion Family 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 350,596 shares
    Change vs previous 13F not available

    17.03% of the 13F portfolio, value $184,998,771.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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