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FWG Investments, LLC.: VOO position timeline

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

FWG Investments, LLC. held 27,472 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,472 shares
    Change vs previous 13F -776 shares

    9.98% of the 13F portfolio, value $18,868,233.

    13F-HR 0001944877-26-000003 filed by FWG Investments, 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 28,248 shares
    Change vs previous 13F -915 shares

    10.73% of the 13F portfolio, value $16,879,312.

    13F-HR 0001944877-26-000002 filed by FWG Investments, 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 29,163 shares
    Change vs previous 13F -776 shares

    11.65% of the 13F portfolio, value $18,289,266.

    13F-HR 0001944877-26-000001 filed by FWG Investments, 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 29,939 shares
    Change vs previous 13F -762 shares

    12.57% of the 13F portfolio, value $18,334,060.

    13F-HR 0001944877-25-000014 filed by FWG Investments, 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 30,701 shares
    Change vs previous 13F -365 shares

    13.26% of the 13F portfolio, value $17,439,021.

    13F-HR 0001944877-25-000011 filed by FWG Investments, 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 31,066 shares
    Change vs previous 13F -960 shares

    18.73% of the 13F portfolio, value $15,965,171.

    13F-HR 0001944877-25-000009 filed by FWG Investments, 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 32,026 shares
    Change vs previous 13F -1,357 shares

    13.41% of the 13F portfolio, value $17,256,154.

    13F-HR 0001944877-25-000008 filed by FWG Investments, 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/A 33,383 shares
    Change vs previous 13F not available

    15.23% of the 13F portfolio, value $17,615,170.

    13F-HR/A 0001944877-25-000004 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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