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Disclosery

Laurel Wealth Planning LLC: VOO position timeline

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

Laurel Wealth Planning LLC held 24,575 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 24,575 shares
    Change vs previous 13F -71 shares

    7.47% of the 13F portfolio, value $16,878,356.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 24,646 shares
    Change vs previous 13F -6 shares

    7.77% of the 13F portfolio, value $14,727,218.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 24,652 shares
    Change vs previous 13F +1,436 shares

    8.57% of the 13F portfolio, value $15,460,009.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 23,216 shares
    Change vs previous 13F +383 shares

    7.52% of the 13F portfolio, value $14,217,015.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 22,833 shares
    Change vs previous 13F +437 shares

    7.37% of the 13F portfolio, value $12,969,829.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning LLC
    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 22,396 shares
    Change vs previous 13F +2,278 shares

    7.65% of the 13F portfolio, value $11,509,529.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
    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 20,118 shares
    Change vs previous 13F +510 shares

    6.99% of the 13F portfolio, value $10,840,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,608 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $10,347,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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