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Schear Investment Advisers, LLC: VOO position timeline

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

Schear Investment Advisers, LLC held 12,298 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,298 shares
    Change vs previous 13F +8,211 shares

    1.05% of the 13F portfolio, value $8,619,170.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,087 shares
    Change vs previous 13F -103 shares

    0.94% of the 13F portfolio, value $2,806,779.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,190 shares
    Change vs previous 13F -4,502 shares

    1.1% of the 13F portfolio, value $2,503,934.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,692 shares
    Change vs previous 13F -1,451 shares

    2.35% of the 13F portfolio, value $5,451,224.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,143 shares
    Change vs previous 13F +80 shares

    2.77% of the 13F portfolio, value $6,211,189.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,063 shares
    Change vs previous 13F -9,015 shares

    2.83% of the 13F portfolio, value $5,716,091.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,078 shares
    Change vs previous 13F -6,842 shares

    5.65% of the 13F portfolio, value $9,804,380.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,920 shares
    Change vs previous 13F not available

    7.43% of the 13F portfolio, value $13,966,064.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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