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INVENIO WEALTH PARTNERS LLC: VOO position timeline

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

INVENIO WEALTH PARTNERS LLC held 26,565 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,565 shares
    Change vs previous 13F -639 shares

    6.53% of the 13F portfolio, value $18,245,108.

    13F-HR 0001989341-26-000004 filed by INVENIO WEALTH PARTNERS 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 27,204 shares
    Change vs previous 13F +1,815 shares

    6.45% of the 13F portfolio, value $16,255,750.

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS 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 25,389 shares
    Change vs previous 13F -1,818 shares

    5.91% of the 13F portfolio, value $15,922,204.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS 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 27,207 shares
    Change vs previous 13F +4,358 shares

    6.06% of the 13F portfolio, value $16,661,023.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS 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 22,849 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $12,978,917.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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