Skip to content
Disclosery

Tumwater Wealth Management, LLC: VOO position timeline

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

Tumwater Wealth Management, LLC held 4,631 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,631 shares
    Change vs previous 13F +48 shares

    1.15% of the 13F portfolio, value $3,180,617.

    13F-HR 0002085853-26-000783 filed by Tumwater Wealth 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 4,583 shares
    Change vs previous 13F +120 shares

    1.1% of the 13F portfolio, value $2,738,572.

    13F-HR 0002085853-26-000434 filed by Tumwater Wealth 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 4,463 shares
    Change vs previous 13F +104 shares

    1.14% of the 13F portfolio, value $2,798,881.

    13F-HR 0002085853-26-000142 filed by Tumwater Wealth 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 4,359 shares
    Change vs previous 13F +159 shares

    1.19% of the 13F portfolio, value $2,669,364.

    13F-HR 0002085853-25-000256 filed by Tumwater Wealth 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 4,200 shares
    Change vs previous 13F +138 shares

    1.11% of the 13F portfolio, value $2,385,726.

    13F-HR 0001667731-25-001098 filed by Tumwater Wealth 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 4,062 shares
    Change vs previous 13F -129 shares

    1.09% of the 13F portfolio, value $2,087,502.

    13F-HR 0001667731-25-000642 filed by Tumwater Wealth 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 4,191 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,258,153.

    13F-HR 0001667731-25-000228 filed by Tumwater Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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