LWM ADVISORS INC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM ADVISORS INC on VOO, newest first. How the timeline and the estimate are built.
LWM ADVISORS INC held 288 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 288 sharesChange vs previous 13F +288 shares
0.15% of the 13F portfolio, value $201,517.
13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
Accepted , ingested - period ended2025-12-3113F 0 sharesChange vs previous 13F -358 shares
13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 358 sharesChange vs previous 13F -44 shares
0.2% of the 13F portfolio, value $218,953.
13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 402 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $228,366.
13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 402 sharesChange vs previous 13F +16 shares
0.21% of the 13F portfolio, value $208,514.
13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 386 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $208,249.
13F-HR 0001667731-25-000618 filed by LWM ADVISORS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).