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Disclosery

SwitchPoint Financial Planning, LLC: VOO position timeline

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

SwitchPoint Financial Planning, LLC held 1,595 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,595 shares
    Change vs previous 13F -45 shares

    0.63% of the 13F portfolio, value $1,095,462.

    13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, 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 1,640 shares
    Change vs previous 13F +55 shares

    0.66% of the 13F portfolio, value $979,982.

    13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, 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 1,585 shares
    Change vs previous 13F -86 shares

    0.7% of the 13F portfolio, value $994,001.

    13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, 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 1,671 shares
    Change vs previous 13F -13 shares

    0.74% of the 13F portfolio, value $1,023,287.

    13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, 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 1,684 shares
    Change vs previous 13F +13 shares

    0.78% of the 13F portfolio, value $956,563.

    13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, 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 1,671 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $858,744.

    13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, 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 1,671 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $900,352.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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