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Disclosery

Sunbeam Capital Management, LLC: VOO position timeline

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

Sunbeam Capital Management, LLC held 31,141 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,141 shares
    Change vs previous 13F +162 shares

    9.78% of the 13F portfolio, value $21,387,682.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital 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 30,979 shares
    Change vs previous 13F +608 shares

    10.59% of the 13F portfolio, value $18,511,208.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital 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 30,371 shares
    Change vs previous 13F +168 shares

    11.29% of the 13F portfolio, value $19,046,839.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital Management, 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 30,203 shares
    Change vs previous 13F +9,978 shares

    11.53% of the 13F portfolio, value $18,548,531.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital Management, 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 20,225 shares
    Change vs previous 13F +2,485 shares

    8.73% of the 13F portfolio, value $11,523,940.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital Management, 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 17,740 shares
    Change vs previous 13F +2,724 shares

    8.68% of the 13F portfolio, value $9,116,987.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital Management, LLC
    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/A 15,016 shares
    Change vs previous 13F not available

    7.51% of the 13F portfolio, value $8,091,006.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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