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Saxony Capital Management, LLC: VOO position timeline

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

Saxony Capital Management, LLC held 16,247 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,247 shares
    Change vs previous 13F +1,605 shares

    5.11% of the 13F portfolio, value $11,158,640.

    13F-HR 0001561330-26-000004 filed by Saxony Capital 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 14,642 shares
    Change vs previous 13F +1,759 shares

    5.08% of the 13F portfolio, value $8,749,054.

    13F-HR 0001561330-26-000003 filed by Saxony Capital 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 12,883 shares
    Change vs previous 13F -4 shares

    4.95% of the 13F portfolio, value $8,079,099.

    13F-HR 0001561330-26-000001 filed by Saxony Capital 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 12,887 shares
    Change vs previous 13F +1,044 shares

    5.2% of the 13F portfolio, value $7,891,668.

    13F-HR 0001561330-25-000005 filed by Saxony Capital 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 11,843 shares
    Change vs previous 13F -367 shares

    5.16% of the 13F portfolio, value $6,727,043.

    13F-HR 0001561330-25-000003 filed by Saxony Capital 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 12,210 shares
    Change vs previous 13F +4,855 shares

    5.51% of the 13F portfolio, value $6,274,974.

    13F-HR 0001561330-25-000002 filed by Saxony Capital 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 7,355 shares
    Change vs previous 13F +1,144 shares

    3.49% of the 13F portfolio, value $3,963,053.

    13F-HR 0001561330-25-000001 filed by Saxony Capital 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 6,211 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $3,277,427.

    13F-HR 0001561330-24-000006 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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