MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC on VOO, newest first. How the timeline and the estimate are built.
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 10,901 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 10,901 sharesChange vs previous 13F +61 shares
1.09% of the 13F portfolio, value $7,640,168.
13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Accepted , ingested - period ended2026-06-3013F 10,840 sharesChange vs previous 13F -11 shares
1.06% of the 13F portfolio, value $7,445,058.
13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,851 sharesChange vs previous 13F -107 shares
1.02% of the 13F portfolio, value $6,484,007.
13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,958 sharesChange vs previous 13F -265 shares
1.07% of the 13F portfolio, value $6,872,044.
13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,223 sharesChange vs previous 13F -194 shares
1.09% of the 13F portfolio, value $6,872,655.
13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,417 sharesChange vs previous 13F -29 shares
1.06% of the 13F portfolio, value $6,485,103.
13F-HR 0001767601-25-000005 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,446 sharesChange vs previous 13F -59 shares
1% of the 13F portfolio, value $5,882,128.
13F-HR 0001767601-25-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,505 sharesChange vs previous 13F not available
1.04% of the 13F portfolio, value $6,198,902.
13F-HR 0001767601-25-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).