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Lee, Kelleher & Klein Wealth Management: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on VOO, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 5,243 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,243 shares
    Change vs previous 13F -53 shares

    1.89% of the 13F portfolio, value $3,674,403.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,296 shares
    Change vs previous 13F -68 shares

    1.9% of the 13F portfolio, value $3,637,346.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 5,364 shares
    Change vs previous 13F -95 shares

    1.91% of the 13F portfolio, value $3,205,258.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 5,459 shares
    Change vs previous 13F -61 shares

    2.04% of the 13F portfolio, value $3,423,503.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    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 5,520 shares
    Change vs previous 13F -217 shares

    2.08% of the 13F portfolio, value $3,380,338.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 5,737 shares
    Change vs previous 13F -250 shares

    2.17% of the 13F portfolio, value $3,258,788.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    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 5,987 shares
    Change vs previous 13F -26 shares

    2.26% of the 13F portfolio, value $3,076,779.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 6,013 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $3,239,865.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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