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RF&L WEALTH MANAGEMENT, LLC: VOO position timeline

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

RF&L WEALTH MANAGEMENT, LLC held 9,222 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,222 shares
    Change vs previous 13F +303 shares

    4.29% of the 13F portfolio, value $6,333,598.

    13F-HR 0001965915-26-000003 filed by RF&L WEALTH MANAGEMENT, 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 8,919 shares
    Change vs previous 13F +101 shares

    3.99% of the 13F portfolio, value $5,329,362.

    13F-HR 0001965915-26-000002 filed by RF&L 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 ended2025-12-31
    13F 8,818 shares
    Change vs previous 13F +257 shares

    3.1% of the 13F portfolio, value $5,529,815.

    13F-HR 0001965915-26-000001 filed by RF&L WEALTH MANAGEMENT, 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 8,561 shares
    Change vs previous 13F +238 shares

    3.08% of the 13F portfolio, value $5,242,324.

    13F-HR 0001965915-25-000008 filed by RF&L WEALTH MANAGEMENT, 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 8,323 shares
    Change vs previous 13F +193 shares

    3.05% of the 13F portfolio, value $4,727,441.

    13F-HR 0001965915-25-000006 filed by RF&L WEALTH MANAGEMENT, 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 8,130 shares
    Change vs previous 13F +322 shares

    2.99% of the 13F portfolio, value $4,177,842.

    13F-HR 0001965915-25-000005 filed by RF&L WEALTH MANAGEMENT, 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 7,808 shares
    Change vs previous 13F +466 shares

    2.98% of the 13F portfolio, value $4,207,275.

    13F-HR 0001965915-25-000002 filed by RF&L WEALTH MANAGEMENT, 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 7,342 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,874,337.

    13F-HR 0001725547-24-005915 filed by RF&L WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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