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Wheelhouse Advisory Group LLC: VOO position timeline

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

Wheelhouse Advisory Group LLC held 44,932 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,932 shares
    Change vs previous 13F +1,442 shares

    8.71% of the 13F portfolio, value $30,859,942.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 43,490 shares
    Change vs previous 13F +1,451 shares

    8.61% of the 13F portfolio, value $25,987,196.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 42,039 shares
    Change vs previous 13F +1,800 shares

    10.1% of the 13F portfolio, value $26,557,278.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 40,239 shares
    Change vs previous 13F +2,301 shares

    10.61% of the 13F portfolio, value $24,641,752.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 37,938 shares
    Change vs previous 13F +1,909 shares

    10.62% of the 13F portfolio, value $21,550,235.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 36,029 shares
    Change vs previous 13F +828 shares

    10.57% of the 13F portfolio, value $18,516,075.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 35,201 shares
    Change vs previous 13F +1,144 shares

    11.26% of the 13F portfolio, value $18,967,151.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group LLC
    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 34,057 shares
    Change vs previous 13F not available

    11.57% of the 13F portfolio, value $17,971,016.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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