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Shade Tree Advisors LLC: VOO position timeline

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

Shade Tree Advisors LLC held 5,149 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,149 shares
    Change vs previous 13F -589 shares

    2.06% of the 13F portfolio, value $3,536,298.

    13F-HR 0001172661-26-003024 filed by Shade Tree 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 5,738 shares
    Change vs previous 13F +11 shares

    2.46% of the 13F portfolio, value $3,428,501.

    13F-HR 0001172661-26-001715 filed by Shade Tree 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 5,727 shares
    Change vs previous 13F +2,265 shares

    2.73% of the 13F portfolio, value $3,591,287.

    13F-HR 0001172661-26-000472 filed by Shade Tree 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 3,462 shares
    Change vs previous 13F +11 shares

    1.84% of the 13F portfolio, value $2,120,060.

    13F-HR 0001172661-25-004584 filed by Shade Tree 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 3,451 shares
    Change vs previous 13F +313 shares

    1.71% of the 13F portfolio, value $1,960,272.

    13F-HR 0001172661-25-002915 filed by Shade Tree 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 3,138 shares
    Change vs previous 13F -1,199 shares

    1.6% of the 13F portfolio, value $1,612,650.

    13F-HR 0001172661-25-001700 filed by Shade Tree 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 4,337 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $2,336,819.

    13F-HR 0001172661-25-000404 filed by Shade Tree Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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