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Rolek Wealth Management LLC: VOO position timeline

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

Rolek Wealth Management LLC held 105,682 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,682 shares
    Change vs previous 13F +6,015 shares

    40.65% of the 13F portfolio, value $72,583,240.

    13F-HR 0001951757-26-001010 filed by Rolek 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 99,667 shares
    Change vs previous 13F +3,096 shares

    42.72% of the 13F portfolio, value $59,555,942.

    13F-HR 0001951757-26-000692 filed by Rolek 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 96,571 shares
    Change vs previous 13F +6,768 shares

    41.52% of the 13F portfolio, value $60,562,361.

    13F-HR 0001951757-26-000306 filed by Rolek 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 89,803 shares
    Change vs previous 13F +6,251 shares

    41.29% of the 13F portfolio, value $54,993,652.

    13F-HR 0001951757-25-001226 filed by Rolek 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 83,552 shares
    Change vs previous 13F +1,596 shares

    41.05% of the 13F portfolio, value $47,459,867.

    13F-HR 0001951757-25-000890 filed by Rolek 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 81,956 shares
    Change vs previous 13F +9,750 shares

    41.92% of the 13F portfolio, value $40,493,427.

    13F-HR 0001951757-25-000385 filed by Rolek 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 72,206 shares
    Change vs previous 13F not available

    30.49% of the 13F portfolio, value $38,905,275.

    13F-HR 0001951757-25-000074 filed by Rolek Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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