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Global Financial Private Client, LLC: VOO position timeline

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

Global Financial Private Client, LLC held 18,336 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,336 shares
    Change vs previous 13F +1,160 shares

    3.42% of the 13F portfolio, value $12,593,198.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 17,176 shares
    Change vs previous 13F +1,940 shares

    3.36% of the 13F portfolio, value $10,263,347.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 15,236 shares
    Change vs previous 13F -507 shares

    3.35% of the 13F portfolio, value $9,554,725.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 15,743 shares
    Change vs previous 13F +817 shares

    3.43% of the 13F portfolio, value $9,640,394.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 14,926 shares
    Change vs previous 13F -111 shares

    3.18% of the 13F portfolio, value $8,478,674.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 15,037 shares
    Change vs previous 13F +1,154 shares

    2.95% of the 13F portfolio, value $7,727,898.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 13,883 shares
    Change vs previous 13F +579 shares

    2.81% of the 13F portfolio, value $7,480,496.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 13,304 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $7,020,225.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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