Skip to content
Disclosery

HighRoad Wealth Advisors, LLC: VOO position timeline

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

HighRoad Wealth Advisors, LLC held 51,626 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,626 shares
    Change vs previous 13F +307 shares

    29.89% of the 13F portfolio, value $35,457,114.

    13F-HR 0002079807-26-000003 filed by HighRoad Wealth Advisors, 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 51,319 shares
    Change vs previous 13F -1,930 shares

    29.95% of the 13F portfolio, value $30,665,583.

    13F-HR 0002079807-26-000002 filed by HighRoad Wealth Advisors, 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 53,249 shares
    Change vs previous 13F not available

    31.88% of the 13F portfolio, value $33,394,133.

    13F-HR 0002079807-26-000001 filed by HighRoad Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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