PRESILIUM PRIVATE WEALTH, LLC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRESILIUM PRIVATE WEALTH, LLC on VOO, newest first. How the timeline and the estimate are built.
PRESILIUM PRIVATE WEALTH, LLC held 1,557 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,557 sharesChange vs previous 13F +158 shares
0.16% of the 13F portfolio, value $1,069,370.
13F-HR 0001939831-26-000003 filed by PRESILIUM PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,399 sharesChange vs previous 13F -560 shares
0.15% of the 13F portfolio, value $835,972.
13F-HR 0001939831-26-000002 filed by PRESILIUM PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,959 sharesChange vs previous 13F +182 shares
0.22% of the 13F portfolio, value $1,228,548.
13F-HR 0001939831-26-000001 filed by PRESILIUM PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,777 sharesChange vs previous 13F -120 shares
0.21% of the 13F portfolio, value $1,088,199.
13F-HR 0001939831-25-000005 filed by PRESILIUM PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,897 sharesChange vs previous 13F +74 shares
0.22% of the 13F portfolio, value $1,077,553.
13F-HR 0001939831-25-000003 filed by PRESILIUM PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,823 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $936,944.
13F-HR 0001939831-25-000002 filed by PRESILIUM PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,823 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $982,321.
13F-HR 0001939831-25-000001 filed by PRESILIUM PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,823 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $961,978.
13F-HR 0001939831-24-000004 filed by PRESILIUM PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).