Skip to content
Disclosery

Wealth Group Ltd: VOO position timeline

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

Wealth Group Ltd held 35,400 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,400 shares
    Change vs previous 13F -936 shares

    4.64% of the 13F portfolio, value $25,046,563.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,336 shares
    Change vs previous 13F +246 shares

    4.78% of the 13F portfolio, value $24,955,623.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,090 shares
    Change vs previous 13F +363 shares

    4.91% of the 13F portfolio, value $21,565,334.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,727 shares
    Change vs previous 13F -4,797 shares

    5.01% of the 13F portfolio, value $22,405,776.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,524 shares
    Change vs previous 13F -2,710 shares

    5.74% of the 13F portfolio, value $24,816,359.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,234 shares
    Change vs previous 13F -4,456 shares

    6.25% of the 13F portfolio, value $24,558,389.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,690 shares
    Change vs previous 13F +2,851 shares

    7.18% of the 13F portfolio, value $24,508,531.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,839 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $24,159,776.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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