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STUART INVESTMENT ADVISORS, INC.: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STUART INVESTMENT ADVISORS, INC. on VOO, newest first. How the timeline and the estimate are built.

STUART INVESTMENT ADVISORS, INC. held 40,771 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,771 shares
    Change vs previous 13F -250 shares

    11.26% of the 13F portfolio, value $28,001,889.

    13F-HR 0001951757-26-001094 filed by STUART INVESTMENT ADVISORS, INC.
    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 41,021 shares
    Change vs previous 13F -225 shares

    10.71% of the 13F portfolio, value $24,511,958.

    13F-HR 0001951757-26-000673 filed by STUART INVESTMENT ADVISORS, INC.
    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 41,246 shares
    Change vs previous 13F -129 shares

    23.34% of the 13F portfolio, value $25,866,430.

    13F-HR 0001951757-26-000458 filed by STUART INVESTMENT ADVISORS, INC.
    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 41,375 shares
    Change vs previous 13F -99 shares

    23.8% of the 13F portfolio, value $25,337,235.

    13F-HR 0001951757-25-001239 filed by STUART INVESTMENT ADVISORS, INC.
    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 41,474 shares
    Change vs previous 13F -429 shares

    12.06% of the 13F portfolio, value $23,558,750.

    13F-HR 0001951757-25-000953 filed by STUART INVESTMENT ADVISORS, INC.
    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 41,903 shares
    Change vs previous 13F -164 shares

    12.16% of the 13F portfolio, value $21,534,259.

    13F-HR 0001951757-25-000432 filed by STUART INVESTMENT ADVISORS, INC.
    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 42,067 shares
    Change vs previous 13F -1,680 shares

    12.1% of the 13F portfolio, value $22,666,311.

    13F-HR 0001951757-25-000220 filed by STUART INVESTMENT ADVISORS, INC.
    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/A 43,747 shares
    Change vs previous 13F not available

    12.98% of the 13F portfolio, value $23,083,786.

    13F-HR/A 0001951757-24-001084 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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