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Disclosery

Long Island Wealth Management, Inc.: VOO position timeline

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

Long Island Wealth Management, Inc. held 5,870 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,870 shares
    Change vs previous 13F +1 shares

    1.66% of the 13F portfolio, value $4,031,377.

    13F-HR 0001951757-26-001165 filed by Long Island Wealth Management, Inc.
    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 5,869 shares
    Change vs previous 13F +91 shares

    1.63% of the 13F portfolio, value $3,507,295.

    13F-HR 0001951757-26-000670 filed by Long Island Wealth Management, Inc.
    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 5,778 shares
    Change vs previous 13F -360 shares

    1.71% of the 13F portfolio, value $3,623,670.

    13F-HR 0001951757-26-000240 filed by Long Island Wealth Management, Inc.
    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 6,138 shares
    Change vs previous 13F +2 shares

    1.83% of the 13F portfolio, value $3,758,605.

    13F-HR 0001951757-25-001296 filed by Long Island Wealth Management, Inc.
    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 6,136 shares
    Change vs previous 13F +1,185 shares

    1.81% of the 13F portfolio, value $3,485,649.

    13F-HR 0002056519-25-000005 filed by Long Island Wealth Management, Inc.
    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 4,951 shares
    Change vs previous 13F -166 shares

    1.55% of the 13F portfolio, value $2,544,291.

    13F-HR 0002056519-25-000002 filed by Long Island Wealth Management, Inc.
    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 5,117 shares
    Change vs previous 13F -42 shares

    1.73% of the 13F portfolio, value $2,756,881.

    13F-HR 0002011177-25-000001 filed by Long Island Wealth Management, Inc.
    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 5,159 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,722,189.

    13F-HR 0002011177-24-000005 filed by Long Island Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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