Koenig Investment Advisory, LLC: VOO position timeline

Koenig Investment Advisory, LLC held 10,759 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 10,759 shares

   Change vs previous 13F +210 shares

   5.52% of the 13F portfolio, value $7,540,680.

   13F-HR 0002114481-26-000005 filed by Koenig Investment Advisory, LLC
   Accepted 2026-10-09 14:05:15 UTC, ingested 2026-10-09 14:06:03 UTC

2. period ended2026-06-30

   13F 10,549 shares

   Change vs previous 13F +560 shares

   5.63% of the 13F portfolio, value $7,245,198.

   13F-HR 0002114481-26-000003 filed by Koenig Investment Advisory, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 9,989 shares

   Change vs previous 13F +744 shares

   5.07% of the 13F portfolio, value $5,968,924.

   13F-HR 0002114481-26-000002 filed by Koenig Investment Advisory, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 9,245 shares

   Change vs previous 13F not available

   4.75% of the 13F portfolio, value $5,861,212.

   13F-HR 0002114481-26-000001 filed by Koenig Investment Advisory, LLC
   Filed 2026-03-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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