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Disclosery

Royal Fund Management, LLC: VOO position timeline

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

Royal Fund Management, LLC held 59,524 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,524 shares
    Change vs previous 13F +1,367 shares

    3.41% of the 13F portfolio, value $40,882,146.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 58,157 shares
    Change vs previous 13F -89 shares

    3.34% of the 13F portfolio, value $34,883,769.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 58,246 shares
    Change vs previous 13F +10,616 shares

    3.36% of the 13F portfolio, value $36,653,841.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 47,630 shares
    Change vs previous 13F -7,242 shares

    3.53% of the 13F portfolio, value $29,280,413.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 54,872 shares
    Change vs previous 13F +1,217 shares

    3.33% of the 13F portfolio, value $31,258,583.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 53,655 shares
    Change vs previous 13F +1,329 shares

    3.31% of the 13F portfolio, value $27,807,217.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 52,326 shares
    Change vs previous 13F -47,718 shares

    3.08% of the 13F portfolio, value $28,418,918.

    13F-HR 0001172661-25-000229 filed by Royal Fund 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 100,044 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $53,154,604.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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