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Luminvest Wealth Management LLC: VOO position timeline

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

Luminvest Wealth Management LLC held 23,198 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,198 shares
    Change vs previous 13F -127 shares

    3.69% of the 13F portfolio, value $15,885,366.

    13F-HR 0002036517-26-000004 filed by Luminvest 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 ended2026-03-31
    13F 23,325 shares
    Change vs previous 13F +807 shares

    3.77% of the 13F portfolio, value $14,413,272.

    13F-HR 0002036517-26-000002 filed by Luminvest 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 ended2025-12-31
    13F 22,518 shares
    Change vs previous 13F +6,663 shares

    3.92% of the 13F portfolio, value $14,121,647.

    13F-HR 0002036517-26-000001 filed by Luminvest 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 ended2025-09-30
    13F 15,855 shares
    Change vs previous 13F +1,371 shares

    3.16% of the 13F portfolio, value $9,709,140.

    13F-HR 0002036517-25-000002 filed by Luminvest 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 ended2025-06-30
    13F 14,484 shares
    Change vs previous 13F +379 shares

    2.96% of the 13F portfolio, value $8,249,047.

    13F-HR 0001085146-25-003919 filed by Luminvest 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 ended2025-03-31
    13F 14,105 shares
    Change vs previous 13F -2,553 shares

    2.99% of the 13F portfolio, value $7,248,705.

    13F-HR 0001085146-25-002501 filed by Luminvest 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 ended2024-12-31
    13F 16,658 shares
    Change vs previous 13F +45 shares

    3.62% of the 13F portfolio, value $8,975,192.

    13F-HR 0001085146-25-000572 filed by Luminvest 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 ended2024-09-30
    13F 16,613 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $8,838,671.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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