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Rialto Wealth Management, LLC: VOO position timeline

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

Rialto Wealth Management, LLC held 37,938 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,938 shares
    Change vs previous 13F +455 shares

    5.16% of the 13F portfolio, value $26,056,425.

    13F-HR 0002054966-26-000003 filed by Rialto 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 37,483 shares
    Change vs previous 13F +191 shares

    5.03% of the 13F portfolio, value $22,398,077.

    13F-HR 0002054966-26-000002 filed by Rialto 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 37,292 shares
    Change vs previous 13F +617 shares

    5.59% of the 13F portfolio, value $23,387,026.

    13F-HR 0002054966-26-000001 filed by Rialto 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 36,675 shares
    Change vs previous 13F -2,148 shares

    5.79% of the 13F portfolio, value $22,459,090.

    13F-HR 0002054966-25-000005 filed by Rialto 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 38,823 shares
    Change vs previous 13F -106 shares

    6.16% of the 13F portfolio, value $22,052,678.

    13F-HR 0002054966-25-000003 filed by Rialto 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 38,929 shares
    Change vs previous 13F -70 shares

    6.28% of the 13F portfolio, value $20,006,047.

    13F-HR 0002054966-25-000002 filed by Rialto 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 38,999 shares
    Change vs previous 13F not available

    6.94% of the 13F portfolio, value $21,013,098.

    13F-HR 0002054966-25-000001 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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