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Ategra Capital Management, LLC: VOO position timeline

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

Ategra Capital Management, LLC held 14,724 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,724 shares
    Change vs previous 13F 0 shares

    5.38% of the 13F portfolio, value $10,112,590.

    13F-HR 0001636587-26-000066 filed by Ategra Capital Management, 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 14,724 shares
    Change vs previous 13F 0 shares

    4.9% of the 13F portfolio, value $8,798,326.

    13F-HR 0001636587-26-000030 filed by Ategra Capital Management, 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 14,724 shares
    Change vs previous 13F 0 shares

    5.28% of the 13F portfolio, value $9,233,862.

    13F-HR 0000919574-26-001136 filed by Ategra Capital Management, 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 14,724 shares
    Change vs previous 13F -3,500 shares

    6.04% of the 13F portfolio, value $9,016,683.

    13F-HR 0000919574-25-006841 filed by Ategra Capital Management, 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 18,224 shares
    Change vs previous 13F -3,750 shares

    8.23% of the 13F portfolio, value $10,351,779.

    13F-HR 0000919574-25-004804 filed by Ategra Capital Management, 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 21,974 shares
    Change vs previous 13F 0 shares

    9.13% of the 13F portfolio, value $11,292,658.

    13F-HR 0000919574-25-003171 filed by Ategra Capital Management, 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 21,974 shares
    Change vs previous 13F 0 shares

    7.98% of the 13F portfolio, value $11,839,811.

    13F-HR 0000919574-25-001340 filed by Ategra Capital Management, 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 21,974 shares
    Change vs previous 13F not available

    8.44% of the 13F portfolio, value $11,595,021.

    13F-HR 0000919574-24-006337 filed by Ategra Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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