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AmeriServ Wealth Advisors: VOO position timeline

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

AmeriServ Wealth Advisors held 123,040 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,040 shares
    Change vs previous 13F -2,500 shares

    56.25% of the 13F portfolio, value $84,505,102.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 125,540 shares
    Change vs previous 13F -3,722 shares

    47.88% of the 13F portfolio, value $75,016,426.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 129,262 shares
    Change vs previous 13F -1,691 shares

    47.13% of the 13F portfolio, value $81,064,077.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 130,953 shares
    Change vs previous 13F +11,065 shares

    40.52% of the 13F portfolio, value $80,192,997.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 119,888 shares
    Change vs previous 13F +22,776 shares

    33.66% of the 13F portfolio, value $68,099,980.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 97,112 shares
    Change vs previous 13F +486 shares

    28.86% of the 13F portfolio, value $49,906,827.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 96,626 shares
    Change vs previous 13F not available

    28.09% of the 13F portfolio, value $52,063,054.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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