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Disclosery

Glassman Wealth Services: VOO position timeline

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

Glassman Wealth Services held 286,579 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 286,579 shares
    Change vs previous 13F -1,465 shares

    23.58% of the 13F portfolio, value $196,825,420.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 288,044 shares
    Change vs previous 13F +2,991 shares

    23.4% of the 13F portfolio, value $172,120,897.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 285,053 shares
    Change vs previous 13F +2,390 shares

    24.12% of the 13F portfolio, value $178,765,434.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 282,663 shares
    Change vs previous 13F +530 shares

    24.32% of the 13F portfolio, value $173,096,966.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 282,133 shares
    Change vs previous 13F +175 shares

    24.55% of the 13F portfolio, value $160,259,785.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 281,958 shares
    Change vs previous 13F -8,684 shares

    24.25% of the 13F portfolio, value $144,900,947.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 290,642 shares
    Change vs previous 13F -831 shares

    26.35% of the 13F portfolio, value $156,600,893.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 291,473 shares
    Change vs previous 13F not available

    26.22% of the 13F portfolio, value $153,801,622.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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