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Disclosery

MA Private Wealth: VOO position timeline

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

MA Private Wealth held 125,554 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,554 shares
    Change vs previous 13F +542 shares

    12.84% of the 13F portfolio, value $86,231,796.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 125,012 shares
    Change vs previous 13F +2,803 shares

    12.63% of the 13F portfolio, value $74,700,726.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 122,209 shares
    Change vs previous 13F -21,715 shares

    12.79% of the 13F portfolio, value $76,641,078.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 143,924 shares
    Change vs previous 13F -1,151 shares

    14.82% of the 13F portfolio, value $88,135,937.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 145,075 shares
    Change vs previous 13F -31,174 shares

    14.74% of the 13F portfolio, value $82,406,876.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 176,249 shares
    Change vs previous 13F +1,757 shares

    17.04% of the 13F portfolio, value $90,575,964.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 174,492 shares
    Change vs previous 13F +2,016 shares

    17.58% of the 13F portfolio, value $94,018,011.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 172,476 shares
    Change vs previous 13F not available

    17.01% of the 13F portfolio, value $91,010,560.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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