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1900 WEALTH MANAGEMENT LLC: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on VYM, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 17,597 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,597 shares
    Change vs previous 13F -755 shares

    0.15% of the 13F portfolio, value $2,731,095.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,352 shares
    Change vs previous 13F -515 shares

    0.16% of the 13F portfolio, value $2,900,183.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH 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 ended2026-03-31
    13F 18,867 shares
    Change vs previous 13F +1,234 shares

    0.18% of the 13F portfolio, value $2,794,272.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH 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 ended2025-12-31
    13F 17,633 shares
    Change vs previous 13F -1,608 shares

    0.16% of the 13F portfolio, value $2,530,739.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH 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 ended2025-09-30
    13F 19,241 shares
    Change vs previous 13F -1,032 shares

    0.18% of the 13F portfolio, value $2,712,025.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH 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 ended2025-06-30
    13F 20,273 shares
    Change vs previous 13F -665 shares

    0.2% of the 13F portfolio, value $2,702,557.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH 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 ended2025-03-31
    13F 20,938 shares
    Change vs previous 13F -680 shares

    0.22% of the 13F portfolio, value $2,700,201.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH 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 ended2024-12-31
    13F 21,618 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,758,212.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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