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Disclosery

SFG Wealth Management, LLC.: VOO position timeline

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

SFG Wealth Management, LLC. held 1,729 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,729 shares
    Change vs previous 13F -215 shares

    0.43% of the 13F portfolio, value $1,187,422.

    13F-HR 0001908914-26-000005 filed by SFG Wealth 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 1,944 shares
    Change vs previous 13F -21 shares

    0.48% of the 13F portfolio, value $1,161,641.

    13F-HR 0001908914-26-000003 filed by SFG Wealth 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 1,965 shares
    Change vs previous 13F -63 shares

    0.48% of the 13F portfolio, value $1,232,161.

    13F-HR 0001908914-26-000002 filed by SFG Wealth 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 2,028 shares
    Change vs previous 13F -10 shares

    0.54% of the 13F portfolio, value $1,241,621.

    13F-HR 0001908914-25-000005 filed by SFG Wealth 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 2,038 shares
    Change vs previous 13F -67 shares

    0.7% of the 13F portfolio, value $1,157,806.

    13F-HR 0001085146-25-004187 filed by SFG Wealth 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 2,105 shares
    Change vs previous 13F -216 shares

    0.53% of the 13F portfolio, value $1,081,929.

    13F-HR 0001085146-25-002300 filed by SFG Wealth 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 2,321 shares
    Change vs previous 13F -86 shares

    0.66% of the 13F portfolio, value $1,250,574.

    13F-HR 0001085146-25-000281 filed by SFG Wealth 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 2,407 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,270,025.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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