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Litman Gregory Wealth Management LLC: VOO position timeline

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

Litman Gregory Wealth Management LLC held 226,423 VOO shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 226,423 shares
    Change vs previous 13F -21,250 shares

    10.4% of the 13F portfolio, value $141,996,510.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 247,673 shares
    Change vs previous 13F -64 shares

    11.28% of the 13F portfolio, value $151,669,722.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 247,737 shares
    Change vs previous 13F -13,416 shares

    11.07% of the 13F portfolio, value $140,722,250.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 261,153 shares
    Change vs previous 13F -2,014 shares

    11.51% of the 13F portfolio, value $134,209,184.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 263,167 shares
    Change vs previous 13F +16,342 shares

    12.29% of the 13F portfolio, value $141,797,241.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 246,825 shares
    Change vs previous 13F +64 shares

    10.89% of the 13F portfolio, value $130,242,180.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 246,761 shares
    Change vs previous 13F +17,904 shares

    10.95% of the 13F portfolio, value $123,412,477.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 228,857 shares
    Change vs previous 13F not available

    9.98% of the 13F portfolio, value $110,011,462.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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