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Disclosery

Intelligent Financial Strategies: VOO position timeline

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

Intelligent Financial Strategies held 40,378 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,378 shares
    Change vs previous 13F -189 shares

    13.34% of the 13F portfolio, value $27,732,112.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 40,567 shares
    Change vs previous 13F -864 shares

    12.63% of the 13F portfolio, value $24,240,739.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 41,431 shares
    Change vs previous 13F -82 shares

    12.5% of the 13F portfolio, value $25,982,834.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 41,513 shares
    Change vs previous 13F -8,518 shares

    12.41% of the 13F portfolio, value $25,493,987.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    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 50,031 shares
    Change vs previous 13F -7,041 shares

    15.13% of the 13F portfolio, value $28,506,460.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    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 57,072 shares
    Change vs previous 13F -1,624 shares

    15.3% of the 13F portfolio, value $29,330,088.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    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 58,696 shares
    Change vs previous 13F -52 shares

    17.52% of the 13F portfolio, value $31,626,113.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    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 58,748 shares
    Change vs previous 13F not available

    17.12% of the 13F portfolio, value $31,095,964.

    13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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