VERUS WEALTH MANAGEMENT, LLC: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VERUS WEALTH MANAGEMENT, LLC on VOO, newest first. How the timeline and the estimate are built.
VERUS WEALTH MANAGEMENT, LLC held 22,686 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 22,686 sharesChange vs previous 13F +1,277 shares
12.84% of the 13F portfolio, value $15,581,201.
13F-HR 0002042938-26-000003 filed by VERUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,409 sharesChange vs previous 13F +428 shares
11.88% of the 13F portfolio, value $12,793,202.
13F-HR 0002042938-26-000002 filed by VERUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,981 sharesChange vs previous 13F +1,175 shares
12.26% of the 13F portfolio, value $13,157,944.
13F-HR 0002042938-26-000001 filed by VERUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,806 sharesChange vs previous 13F +329 shares
11.32% of the 13F portfolio, value $12,128,881.
13F-HR 0002042938-25-000007 filed by VERUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,477 sharesChange vs previous 13F +93 shares
11.13% of the 13F portfolio, value $11,063,791.
13F-HR 0002042938-25-000005 filed by VERUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,384 sharesChange vs previous 13F +1,702 shares
10.91% of the 13F portfolio, value $9,961,876.
13F-HR 0002042938-25-000004 filed by VERUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 17,682 sharesChange vs previous 13F not available
10.69% of the 13F portfolio, value $9,527,364.
13F-HR/A 0002042938-25-000002 filed by VERUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).