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Wheelhouse Advisory Group LLC: VOOG position timeline

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

Wheelhouse Advisory Group LLC held 383,497 VOOG 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 383,497 shares
    Change vs previous 13F +320,858 shares

    8.94% of the 13F portfolio, value $31,684,535.

    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 62,639 shares
    Change vs previous 13F +1,649 shares

    8.46% of the 13F portfolio, value $25,537,416.

    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 60,990 shares
    Change vs previous 13F +3,058 shares

    10.39% of the 13F portfolio, value $27,309,579.

    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 57,932 shares
    Change vs previous 13F +2,897 shares

    10.87% of the 13F portfolio, value $25,227,080.

    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 55,035 shares
    Change vs previous 13F +3,854 shares

    10.76% of the 13F portfolio, value $21,823,662.

    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 51,181 shares
    Change vs previous 13F +3,672 shares

    9.78% of the 13F portfolio, value $17,119,168.

    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 47,509 shares
    Change vs previous 13F +3,196 shares

    10.32% of the 13F portfolio, value $17,391,155.

    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 44,313 shares
    Change vs previous 13F not available

    9.85% of the 13F portfolio, value $15,300,835.

    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).