Taylor & Morgan Wealth Management, LLC: VOO position timeline

Taylor & Morgan Wealth Management, LLC held 2,474 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,474 shares

   Change vs previous 13F -31 shares

   0.83% of the 13F portfolio, value $1,733,928.

   13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
   Accepted 2026-10-09 12:45:40 UTC, ingested 2026-10-09 12:46:55 UTC

2. period ended2026-06-30

   13F 2,505 shares

   Change vs previous 13F +1,265 shares

   0.85% of the 13F portfolio, value $1,720,459.

   13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 1,240 shares

   Change vs previous 13F -67 shares

   0.42% of the 13F portfolio, value $740,962.

   13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 1,307 shares

   Change vs previous 13F +670 shares

   0.46% of the 13F portfolio, value $819,659.

   13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 637 shares

   Change vs previous 13F +7 shares

   0.24% of the 13F portfolio, value $390,086.

   13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 630 shares

   Change vs previous 13F -2 shares

   0.24% of the 13F portfolio, value $357,859.

   13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 632 shares

   Change vs previous 13F -23 shares

   0.24% of the 13F portfolio, value $324,791.

   13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 655 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $352,921.

   13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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