Skip to content
Disclosery

M3 Advisory Group, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on VOO, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 15,596 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,596 shares
    Change vs previous 13F +235 shares

    5.55% of the 13F portfolio, value $10,711,192.

    13F-HR 0001951757-26-001045 filed by M3 Advisory Group, 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 15,361 shares
    Change vs previous 13F +860 shares

    5.66% of the 13F portfolio, value $9,178,669.

    13F-HR 0001951757-26-000697 filed by M3 Advisory Group, 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 14,501 shares
    Change vs previous 13F +4,168 shares

    5.54% of the 13F portfolio, value $9,094,230.

    13F-HR 0001951757-26-000209 filed by M3 Advisory Group, 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 10,333 shares
    Change vs previous 13F +576 shares

    3.95% of the 13F portfolio, value $6,327,887.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 9,757 shares
    Change vs previous 13F +921 shares

    3.83% of the 13F portfolio, value $5,542,551.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 8,836 shares
    Change vs previous 13F +1,020 shares

    3.59% of the 13F portfolio, value $4,541,164.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 7,816 shares
    Change vs previous 13F +557 shares

    3.02% of the 13F portfolio, value $4,211,249.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 7,259 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $3,830,111.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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