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Disclosery

NRI Wealth Management LC: VOO position timeline

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

NRI Wealth Management LC held 1,112 VOO shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,112 shares
    Change vs previous 13F +6 shares

    0.36% of the 13F portfolio, value $697,529.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,106 shares
    Change vs previous 13F -54 shares

    0.36% of the 13F portfolio, value $677,292.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,160 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $658,915.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,160 shares
    Change vs previous 13F -15 shares

    0.44% of the 13F portfolio, value $596,136.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,175 shares
    Change vs previous 13F +277 shares

    0.44% of the 13F portfolio, value $633,102.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 898 shares
    Change vs previous 13F -44 shares

    0.35% of the 13F portfolio, value $449,117.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 942 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $452,819.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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