Skip to content
Disclosery

Navigate Wealth Management, LLC: VOO position timeline

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

Navigate Wealth Management, LLC held 20,988 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,988 shares
    Change vs previous 13F +2,412 shares

    9.09% of the 13F portfolio, value $15,018,631.

    13F-HR 0002127791-26-000005 filed by Navigate Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,576 shares
    Change vs previous 13F +1,532 shares

    7.86% of the 13F portfolio, value $12,690,503.

    13F-HR 0002127791-26-000002 filed by Navigate 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 ended2026-03-31
    13F 17,044 shares
    Change vs previous 13F not available

    7.75% of the 13F portfolio, value $11,031,889.

    13F-HR 0002127791-26-000001 filed by Navigate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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