Skip to content
Disclosery

Wiser Wealth Management, Inc: VOO position timeline

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

Wiser Wealth Management, Inc held 241,952 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,952 shares
    Change vs previous 13F -2,155 shares

    31.79% of the 13F portfolio, value $166,175,204.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
    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 244,107 shares
    Change vs previous 13F +11,012 shares

    31.45% of the 13F portfolio, value $145,865,910.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
    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 233,095 shares
    Change vs previous 13F +1,260 shares

    32.5% of the 13F portfolio, value $146,180,602.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
    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 231,835 shares
    Change vs previous 13F -562 shares

    32.46% of the 13F portfolio, value $141,971,207.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
    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 232,397 shares
    Change vs previous 13F +11,645 shares

    33.06% of the 13F portfolio, value $132,008,410.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
    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 220,752 shares
    Change vs previous 13F +219 shares

    31.83% of the 13F portfolio, value $113,446,589.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, Inc
    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 220,533 shares
    Change vs previous 13F +649 shares

    33.35% of the 13F portfolio, value $118,825,169.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, Inc
    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 219,884 shares
    Change vs previous 13F not available

    33.26% of the 13F portfolio, value $116,026,405.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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