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TRUE Private Wealth Advisors: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on VOO, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 12,285 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,285 shares
    Change vs previous 13F -546 shares

    0.73% of the 13F portfolio, value $8,437,516.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 12,831 shares
    Change vs previous 13F +968 shares

    0.73% of the 13F portfolio, value $7,667,462.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 11,863 shares
    Change vs previous 13F -141 shares

    0.75% of the 13F portfolio, value $7,439,706.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 12,004 shares
    Change vs previous 13F -217 shares

    0.75% of the 13F portfolio, value $7,351,119.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 12,221 shares
    Change vs previous 13F -235 shares

    0.78% of the 13F portfolio, value $6,941,979.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 12,456 shares
    Change vs previous 13F -1,339 shares

    0.78% of the 13F portfolio, value $6,401,132.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 13,795 shares
    Change vs previous 13F -241 shares

    0.9% of the 13F portfolio, value $7,433,198.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 14,036 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,406,685.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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