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Western Reserve Capital Management, LLC: VOO position timeline

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

Western Reserve Capital Management, LLC held 35,197 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,197 shares
    Change vs previous 13F -339 shares

    17.5% of the 13F portfolio, value $24,668,168.

    13F-HR 0002110357-26-000005 filed by Western Reserve Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,536 shares
    Change vs previous 13F +188 shares

    18.09% of the 13F portfolio, value $24,406,479.

    13F-HR 0002110357-26-000003 filed by Western Reserve 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 ended2026-03-31
    13F 35,348 shares
    Change vs previous 13F +36 shares

    17.34% of the 13F portfolio, value $21,122,196.

    13F-HR 0002110357-26-000002 filed by Western Reserve 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 ended2025-12-31
    13F 35,312 shares
    Change vs previous 13F not available

    20.65% of the 13F portfolio, value $22,145,213.

    13F-HR 0002110357-26-000001 filed by Western Reserve Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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