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Disclosery

SMI Advisory Services, LLC: VOO position timeline

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

SMI Advisory Services, LLC held 978 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 978 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $675,238.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, 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 993 shares
    Change vs previous 13F -363 shares

    0.1% of the 13F portfolio, value $601,614.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, 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 1,356 shares
    Change vs previous 13F -465 shares

    0.15% of the 13F portfolio, value $867,084.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, 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 1,821 shares
    Change vs previous 13F -57 shares

    0.21% of the 13F portfolio, value $1,120,445.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, 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 1,878 shares
    Change vs previous 13F +1,878 shares

    0.21% of the 13F portfolio, value $1,077,311.

    13F-HR 0001609008-25-000004 filed by SMI Advisory Services, 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 0 shares
    Change vs previous 13F -1,975 shares

    13F-HR 0001609008-25-000003 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,975 shares
    Change vs previous 13F -34 shares

    0.24% of the 13F portfolio, value $1,055,735.

    13F-HR 0001609008-25-000001 filed by SMI Advisory Services, 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 2,009 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,058,333.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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