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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

  1. period ended2026-06-30
    13F 59,215 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 89,639 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 92,612 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 93,393 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 94,673 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 91,279 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 97,245 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 95,062 shares
    Change 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), ingested

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