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MOKAN Wealth Management Inc.: VOO position timeline

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

MOKAN Wealth Management Inc. held 3,052 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 3,052 shares
    Change vs previous 13F +234 shares

    0.8% of the 13F portfolio, value $2,094,692.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 2,818 shares
    Change vs previous 13F +28 shares

    0.74% of the 13F portfolio, value $1,680,385.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 2,790 shares
    Change vs previous 13F +411 shares

    0.78% of the 13F portfolio, value $1,747,093.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 2,379 shares
    Change vs previous 13F +230 shares

    0.73% of the 13F portfolio, value $1,453,271.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    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 2,149 shares
    Change vs previous 13F +316 shares

    0.68% of the 13F portfolio, value $1,221,132.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    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 1,833 shares
    Change vs previous 13F +306 shares

    0.57% of the 13F portfolio, value $943,899.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 1,527 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $822,604.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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