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WELCH CAPITAL PARTNERS LLC/NY: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WELCH CAPITAL PARTNERS LLC/NY on VOO, newest first. How the timeline and the estimate are built.

WELCH CAPITAL PARTNERS LLC/NY held 341,085 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 341,085 shares
    Change vs previous 13F -992 shares

    45.91% of the 13F portfolio, value $234,261,000.

    13F-HR 0001042063-26-000009 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 342,077 shares
    Change vs previous 13F -13,154 shares

    46.02% of the 13F portfolio, value $204,408,000.

    13F-HR 0001042063-26-000007 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 355,231 shares
    Change vs previous 13F -524 shares

    44.65% of the 13F portfolio, value $222,776,000.

    13F-HR 0001042063-26-000003 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 355,755 shares
    Change vs previous 13F -414 shares

    44.87% of the 13F portfolio, value $217,857,000.

    13F-HR 0001042063-25-000013 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 356,169 shares
    Change vs previous 13F -7,649 shares

    45.04% of the 13F portfolio, value $202,315,000.

    13F-HR 0001042063-25-000010 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 363,818 shares
    Change vs previous 13F 0 shares

    44.5% of the 13F portfolio, value $186,970,000.

    13F-HR 0001042063-25-000004 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 363,818 shares
    Change vs previous 13F -365 shares

    42.33% of the 13F portfolio, value $196,029,000.

    13F-HR 0001042063-25-000002 filed by WELCH CAPITAL PARTNERS LLC/NY
    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 364,183 shares
    Change vs previous 13F not available

    42.95% of the 13F portfolio, value $192,168,000.

    13F-HR 0001042063-24-000009 filed by WELCH CAPITAL PARTNERS LLC/NY
    Filed (acceptance time not in the bulk data set), ingested

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