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Monterey Private Wealth, Inc.: VOO position timeline

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

Monterey Private Wealth, Inc. held 12,036 VOO shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 12,036 shares
    Change vs previous 13F -444 shares

    1.82% of the 13F portfolio, value $6,185,579.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 12,480 shares
    Change vs previous 13F -754 shares

    2.22% of the 13F portfolio, value $6,724,547.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 13,234 shares
    Change vs previous 13F -82 shares

    2.38% of the 13F portfolio, value $6,982,933.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 13,316 shares
    Change vs previous 13F -253 shares

    2.49% of the 13F portfolio, value $6,659,616.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 13,569 shares
    Change vs previous 13F -207 shares

    2.62% of the 13F portfolio, value $6,522,628.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 13,776 shares
    Change vs previous 13F -434 shares

    2.72% of the 13F portfolio, value $6,017,481.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 14,210 shares
    Change vs previous 13F -1,493 shares

    2.81% of the 13F portfolio, value $5,580,210.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 15,703 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $6,395,712.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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