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Summitas Investment Management LLC: VOO position timeline

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

Summitas Investment Management LLC held 98,143 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,143 shares
    Change vs previous 13F -4,753 shares

    50.09% of the 13F portfolio, value $67,405,250.

    13F-HR 0001951757-26-001272 filed by Summitas Investment Management 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 102,896 shares
    Change vs previous 13F +1,928 shares

    48.21% of the 13F portfolio, value $61,485,206.

    13F-HR 0001951757-26-000848 filed by Summitas Investment Management 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 100,968 shares
    Change vs previous 13F not available

    47.64% of the 13F portfolio, value $63,320,375.

    13F-HR 0001951757-26-000891 filed by Summitas Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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