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WealthTrak Capital Management LLC: VOO position timeline

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

WealthTrak Capital Management LLC held 3,222 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,222 shares
    Change vs previous 13F -15 shares

    1.46% of the 13F portfolio, value $2,212,607.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital 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 3,237 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $1,933,993.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital 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 3,237 shares
    Change vs previous 13F -82 shares

    1.45% of the 13F portfolio, value $2,029,707.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital 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 3,319 shares
    Change vs previous 13F +21 shares

    1.67% of the 13F portfolio, value $2,032,757.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital 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 3,298 shares
    Change vs previous 13F +22 shares

    1.57% of the 13F portfolio, value $1,873,592.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital 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 3,276 shares
    Change vs previous 13F -163 shares

    1.45% of the 13F portfolio, value $1,683,776.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital 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 3,439 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,853,163.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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