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Disclosery

Pearl Planning LLC: VOO position timeline

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

Pearl Planning LLC held 45,453 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,453 shares
    Change vs previous 13F +2,730 shares

    14.36% of the 13F portfolio, value $31,217,463.

    13F-HR 0002100519-26-000004 filed by Pearl Planning 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 42,723 shares
    Change vs previous 13F +1,867 shares

    13.64% of the 13F portfolio, value $25,529,282.

    13F-HR 0002100519-26-000003 filed by Pearl Planning 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 40,856 shares
    Change vs previous 13F not available

    15.67% of the 13F portfolio, value $25,621,922.

    13F-HR 0002100519-26-000001 filed by Pearl Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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