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Safir Wealth Advisors, LLC: VOO position timeline

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

Safir Wealth Advisors, LLC held 93,397 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,397 shares
    Change vs previous 13F +66 shares

    41.68% of the 13F portfolio, value $64,145,720.

    13F-HR 0001951757-26-000966 filed by Safir Wealth Advisors, 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 93,331 shares
    Change vs previous 13F -471 shares

    40.34% of the 13F portfolio, value $55,769,796.

    13F-HR 0001951757-26-000554 filed by Safir Wealth Advisors, 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 93,802 shares
    Change vs previous 13F -2,303 shares

    41.25% of the 13F portfolio, value $58,826,047.

    13F-HR 0001951757-26-000011 filed by Safir Wealth Advisors, 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 96,105 shares
    Change vs previous 13F -1,501 shares

    41.57% of the 13F portfolio, value $58,852,888.

    13F-HR 0001951757-25-001214 filed by Safir Wealth Advisors, 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 97,606 shares
    Change vs previous 13F +2,431 shares

    40.68% of the 13F portfolio, value $55,443,177.

    13F-HR 0001951757-25-000908 filed by Safir Wealth Advisors, 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 95,175 shares
    Change vs previous 13F -1,012 shares

    38.82% of the 13F portfolio, value $48,911,564.

    13F-HR 0001951757-25-000313 filed by Safir Wealth Advisors, 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 96,187 shares
    Change vs previous 13F -83 shares

    39.97% of the 13F portfolio, value $51,826,332.

    13F-HR 0001951757-25-000045 filed by Safir Wealth Advisors, 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 96,270 shares
    Change vs previous 13F not available

    39.05% of the 13F portfolio, value $50,798,986.

    13F-HR 0001951757-24-000994 filed by Safir Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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