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Disclosery

J. Mark Nickell & Co.: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Mark Nickell & Co. on VOO, newest first. How the timeline and the estimate are built.

J. Mark Nickell & Co. held 19,274 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,274 shares
    Change vs previous 13F +113 shares

    10.56% of the 13F portfolio, value $13,237,576.

    13F-HR 0001811161-26-000011 filed by J. Mark Nickell & Co.
    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/A 19,161 shares
    Change vs previous 13F -1,477 shares

    10.34% of the 13F portfolio, value $11,449,689.

    13F-HR/A 0001811161-26-000009 filed by J. Mark Nickell & Co.
    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 20,638 shares
    Change vs previous 13F not available

    11.95% of the 13F portfolio, value $12,942,709.

    13F-HR 0001811161-26-000004 filed by J. Mark Nickell & Co.
    Filed (acceptance time not in the bulk data set), ingested

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