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Disclosery

Mittelman Wealth Management: VOO position timeline

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

Mittelman Wealth Management held 3,714 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,714 shares
    Change vs previous 13F -13,970 shares

    8.23% of the 13F portfolio, value $12,442,522.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 17,684 shares
    Change vs previous 13F -696 shares

    6.59% of the 13F portfolio, value $10,567,567.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    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 18,380 shares
    Change vs previous 13F -989 shares

    7.49% of the 13F portfolio, value $11,527,221.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    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 19,369 shares
    Change vs previous 13F +81 shares

    7.77% of the 13F portfolio, value $11,861,335.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    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 19,288 shares
    Change vs previous 13F -4,343 shares

    9.25% of the 13F portfolio, value $10,956,643.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    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 23,631 shares
    Change vs previous 13F -1,168 shares

    10.96% of the 13F portfolio, value $12,144,418.

    13F-HR 0002021464-25-000003 filed by Mittelman Wealth Management
    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 24,799 shares
    Change vs previous 13F -15,016 shares

    12.43% of the 13F portfolio, value $13,361,905.

    13F-HR 0002021464-25-000001 filed by Mittelman Wealth Management
    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 39,815 shares
    Change vs previous 13F not available

    11.94% of the 13F portfolio, value $21,009,355.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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