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Joel Adams & Associates, Inc.: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Joel Adams & Associates, Inc. on VOO, newest first. How the timeline and the estimate are built.

Joel Adams & Associates, Inc. held 32,441 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,441 shares
    Change vs previous 13F -254 shares

    14.31% of the 13F portfolio, value $22,280,623.

    13F-HR 0001951757-26-001107 filed by Joel Adams & Associates, Inc.
    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 32,695 shares
    Change vs previous 13F -1,303 shares

    14.51% of the 13F portfolio, value $19,536,943.

    13F-HR 0001951757-26-000647 filed by Joel Adams & Associates, Inc.
    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 33,998 shares
    Change vs previous 13F +1,673 shares

    16.03% of the 13F portfolio, value $21,321,285.

    13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
    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 32,325 shares
    Change vs previous 13F -907 shares

    15.97% of the 13F portfolio, value $19,795,280.

    13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
    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 33,232 shares
    Change vs previous 13F -2,260 shares

    16.71% of the 13F portfolio, value $18,877,014.

    13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
    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 35,492 shares
    Change vs previous 13F -712 shares

    16.41% of the 13F portfolio, value $18,239,671.

    13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
    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 36,204 shares
    Change vs previous 13F not available

    17.72% of the 13F portfolio, value $19,507,313.

    13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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