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Intentional Wealth Strategies, LLC: VOO position timeline

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

Intentional Wealth Strategies, LLC held 32,472 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,472 shares
    Change vs previous 13F +5,567 shares

    20.91% of the 13F portfolio, value $22,302,399.

    13F-HR 0001754960-26-000652 filed by Intentional Wealth Strategies, 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 26,905 shares
    Change vs previous 13F not available

    14.97% of the 13F portfolio, value $16,077,306.

    13F-HR 0001754960-26-000364 filed by Intentional Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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