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Wiser Advisor Group LLC: VOO position timeline

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

Wiser Advisor Group LLC held 8,220 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,220 shares
    Change vs previous 13F -61 shares

    6.18% of the 13F portfolio, value $5,645,291.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor 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 8,281 shares
    Change vs previous 13F -132 shares

    5.98% of the 13F portfolio, value $4,948,437.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor 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 8,413 shares
    Change vs previous 13F -2 shares

    6.03% of the 13F portfolio, value $5,276,114.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor 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 8,415 shares
    Change vs previous 13F -278 shares

    6.41% of the 13F portfolio, value $5,153,460.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor 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 8,693 shares
    Change vs previous 13F -632 shares

    8.58% of the 13F portfolio, value $4,937,891.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor 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 9,325 shares
    Change vs previous 13F -249 shares

    7.08% of the 13F portfolio, value $4,792,220.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor 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 9,574 shares
    Change vs previous 13F -509 shares

    7.5% of the 13F portfolio, value $5,158,579.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor 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 10,083 shares
    Change vs previous 13F not available

    7.94% of the 13F portfolio, value $5,320,656.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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