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Hassell Wealth Management, LLC: VOO position timeline

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

Hassell Wealth Management, LLC held 2,824 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,824 shares
    Change vs previous 13F +20 shares

    0.59% of the 13F portfolio, value $1,934,857.

    13F-HR 0001965270-26-000008 filed by Hassell Wealth Management, 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 2,804 shares
    Change vs previous 13F +1 shares

    0.56% of the 13F portfolio, value $1,675,614.

    13F-HR 0001965270-26-000004 filed by Hassell Wealth Management, 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 2,803 shares
    Change vs previous 13F -128 shares

    0.6% of the 13F portfolio, value $1,783,236.

    13F-HR 0001965270-26-000002 filed by Hassell Wealth Management, 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 2,931 shares
    Change vs previous 13F -13 shares

    0.62% of the 13F portfolio, value $1,794,840.

    13F-HR 0001965270-25-000008 filed by Hassell Wealth Management, 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 2,944 shares
    Change vs previous 13F -252 shares

    0.63% of the 13F portfolio, value $1,715,896.

    13F-HR 0001085146-25-004163 filed by Hassell Wealth Management, 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 3,196 shares
    Change vs previous 13F -263 shares

    0.68% of the 13F portfolio, value $1,583,590.

    13F-HR 0001085146-25-002126 filed by Hassell Wealth Management, 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 3,459 shares
    Change vs previous 13F -968 shares

    0.78% of the 13F portfolio, value $1,922,887.

    13F-HR 0001085146-25-000652 filed by Hassell Wealth Management, 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 4,427 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,314,110.

    13F-HR 0001085146-24-005379 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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