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Disclosery

LGL PARTNERS, LLC: VOO position timeline

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

LGL PARTNERS, LLC held 825 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 825 shares
    Change vs previous 13F +825 shares

    0.21% of the 13F portfolio, value $566,618.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,572 shares

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,572 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,579,760.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,572 shares
    Change vs previous 13F +765 shares

    0.66% of the 13F portfolio, value $1,495,308.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,807 shares
    Change vs previous 13F -463,118 shares

    0.45% of the 13F portfolio, value $928,774.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 464,925 shares
    Change vs previous 13F +2,892 shares

    36.36% of the 13F portfolio, value $250,506,343.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 462,033 shares
    Change vs previous 13F not available

    34.24% of the 13F portfolio, value $243,801,164.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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