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Serenus Wealth Advisors, LLC: VOO position timeline

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

Serenus Wealth Advisors, LLC held 18,414 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,414 shares
    Change vs previous 13F -256 shares

    2.21% of the 13F portfolio, value $12,646,824.

    13F-HR 0001765380-26-000283 filed by Serenus 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 18,670 shares
    Change vs previous 13F +428 shares

    2.23% of the 13F portfolio, value $11,156,175.

    13F-HR 0001765380-26-000126 filed by Serenus 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 18,242 shares
    Change vs previous 13F -338 shares

    1.99% of the 13F portfolio, value $10,284,183.

    13F-HR 0001765380-26-000048 filed by Serenus 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 18,580 shares
    Change vs previous 13F -425 shares

    1.75% of the 13F portfolio, value $10,248,936.

    13F-HR 0001765380-25-000444 filed by Serenus 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 19,005 shares
    Change vs previous 13F +333 shares

    1.66% of the 13F portfolio, value $9,748,588.

    13F-HR 0001765380-25-000373 filed by Serenus 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 18,672 shares
    Change vs previous 13F +815 shares

    1.44% of the 13F portfolio, value $8,648,420.

    13F-HR 0001765380-25-000180 filed by Serenus 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 17,857 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $8,628,234.

    13F-HR 0001765380-25-000016 filed by Serenus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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