Souders Financial Advisors: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on VOO, newest first. How the timeline and the estimate are built.
Souders Financial Advisors held 59,215 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 59,215 sharesChange vs previous 13F -30,424 shares
4.09% of the 13F portfolio, value $40,669,601.
13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 89,639 sharesChange vs previous 13F -2,973 shares
6.11% of the 13F portfolio, value $53,563,610.
13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 92,612 sharesChange vs previous 13F -781 shares
6.65% of the 13F portfolio, value $58,079,795.
13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 93,393 sharesChange vs previous 13F -1,280 shares
6.8% of the 13F portfolio, value $57,192,078.
13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 94,673 sharesChange vs previous 13F +3,394 shares
6.84% of the 13F portfolio, value $53,777,107.
13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 91,279 sharesChange vs previous 13F -5,966 shares
6.55% of the 13F portfolio, value $46,909,444.
13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 97,245 sharesChange vs previous 13F +2,183 shares
7.32% of the 13F portfolio, value $52,396,347.
13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 95,062 sharesChange vs previous 13F not available
6.99% of the 13F portfolio, value $50,161,310.
13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).