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Ledgewood Wealth Advisors, LLC: VOO position timeline

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

Ledgewood Wealth Advisors, LLC held 8,460 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 8,460 shares
    Change vs previous 13F +1 shares

    3.27% of the 13F portfolio, value $5,929,081.

    13F-HR 0001085146-26-000845 filed by Ledgewood Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,459 shares
    Change vs previous 13F +6 shares

    3.08% of the 13F portfolio, value $5,809,444.

    13F-HR 0002064043-26-000003 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,453 shares
    Change vs previous 13F -21 shares

    2.84% of the 13F portfolio, value $5,051,064.

    13F-HR 0002064043-26-000002 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,474 shares
    Change vs previous 13F -253 shares

    3.06% of the 13F portfolio, value $5,314,032.

    13F-HR 0002064043-26-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,727 shares
    Change vs previous 13F -6 shares

    3.16% of the 13F portfolio, value $5,344,437.

    13F-HR 0002064043-25-000001 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,733 shares
    Change vs previous 13F +4 shares

    3.13% of the 13F portfolio, value $4,960,394.

    13F-HR 0001085146-25-003977 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,729 shares
    Change vs previous 13F +39 shares

    2.89% of the 13F portfolio, value $4,485,729.

    13F-HR 0001085146-25-002369 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,690 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $4,682,182.

    13F-HR 0001085146-25-002010 filed by Ledgewood Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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