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Pinion Investment Advisors, LLC: VOO position timeline

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

Pinion Investment Advisors, LLC held 140,626 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 140,626 shares
    Change vs previous 13F +1,923 shares

    18.33% of the 13F portfolio, value $96,583,149.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, 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 138,703 shares
    Change vs previous 13F -662 shares

    19.36% of the 13F portfolio, value $82,881,926.

    13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, 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 139,365 shares
    Change vs previous 13F +3,174 shares

    21.33% of the 13F portfolio, value $87,400,088.

    13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, 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 136,191 shares
    Change vs previous 13F +15,740 shares

    23.16% of the 13F portfolio, value $84,785,573.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, 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 120,451 shares
    Change vs previous 13F -128,571 shares

    23.59% of the 13F portfolio, value $68,420,014.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, 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 249,022 shares
    Change vs previous 13F +125,975 shares

    28.2% of the 13F portfolio, value $127,975,318.

    13F-HR 0001738738-25-000003 filed by Pinion Investment Advisors, 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 123,047 shares
    Change vs previous 13F +2,935 shares

    26.38% of the 13F portfolio, value $66,299,111.

    13F-HR 0001738738-25-000001 filed by Pinion Investment Advisors, 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 120,112 shares
    Change vs previous 13F not available

    26.53% of the 13F portfolio, value $63,379,646.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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