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HM Capital Management, LLC: VOO position timeline

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

HM Capital Management, LLC held 207,051 VOO shares at 2022-09-30 per its 13F-HR filed 2022-11-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 207,051 shares
    Change vs previous 13F +3,652 shares

    40.69% of the 13F portfolio, value $67,975,000.

    13F-HR 0001085146-22-003805 filed by HM Capital 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 ended2022-06-30
    13F 203,399 shares
    Change vs previous 13F -85,843 shares

    39.32% of the 13F portfolio, value $70,555,000.

    13F-HR 0001085146-22-002883 filed by HM Capital 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 ended2022-03-31
    13F 289,242 shares
    Change vs previous 13F +33,892 shares

    43.66% of the 13F portfolio, value $120,085,000.

    13F-HR 0001085146-22-001997 filed by HM Capital 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 ended2021-12-31
    13F 255,350 shares
    Change vs previous 13F +10,260 shares

    42.44% of the 13F portfolio, value $111,478,000.

    13F-HR 0001085146-22-000413 filed by HM Capital 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 ended2021-09-30
    13F 245,090 shares
    Change vs previous 13F -23,283 shares

    41.95% of the 13F portfolio, value $96,664,000.

    13F-HR 0001085146-21-002887 filed by HM Capital 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 ended2021-06-30
    13F 268,373 shares
    Change vs previous 13F -2,109 shares

    46.26% of the 13F portfolio, value $105,610,000.

    13F-HR 0001085146-21-002258 filed by HM Capital 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 ended2021-03-31
    13F 270,482 shares
    Change vs previous 13F +15,660 shares

    45.79% of the 13F portfolio, value $98,536,000.

    13F-HR 0001085146-21-001337 filed by HM Capital 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 ended2020-12-31
    13F 254,822 shares
    Change vs previous 13F not available

    44.24% of the 13F portfolio, value $87,580,000.

    13F-HR 0001085146-21-000191 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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