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Mowery & Schoenfeld Wealth Management, LLC: VOO position timeline

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

Mowery & Schoenfeld Wealth Management, LLC held 182 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182 shares
    Change vs previous 13F +110 shares

    0.17% of the 13F portfolio, value $125,152.

    13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
    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 72 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $42,957.

    13F-HR 0002019946-26-000002 filed by Mowery & Schoenfeld Wealth Management, LLC
    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 67 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $41,947.

    13F-HR 0002019946-26-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
    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 69 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $42,026.

    13F-HR 0002019946-25-000006 filed by Mowery & Schoenfeld Wealth Management, LLC
    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 69 shares
    Change vs previous 13F -62 shares

    0.06% of the 13F portfolio, value $38,982.

    13F-HR 0002019946-25-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
    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 131 shares
    Change vs previous 13F +65 shares

    0.13% of the 13F portfolio, value $67,189.

    13F-HR 0002019946-25-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
    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 66 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $35,562.

    13F-HR 0002019946-25-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
    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 66 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $34,827.

    13F-HR 0002019946-24-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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