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Disclosery

21 West Wealth Management LLC: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on VYM, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 12,844 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 12,844 shares
    Change vs previous 13F +206 shares

    1.73% of the 13F portfolio, value $1,993,389.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,638 shares
    Change vs previous 13F -510 shares

    1.71% of the 13F portfolio, value $1,997,183.

    13F-HR 0002067541-26-000003 filed by 21 West 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 13,148 shares
    Change vs previous 13F -1,481 shares

    1.81% of the 13F portfolio, value $1,947,219.

    13F-HR 0002067541-26-000002 filed by 21 West 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 14,629 shares
    Change vs previous 13F +109 shares

    1.92% of the 13F portfolio, value $2,099,554.

    13F-HR 0002067541-26-000001 filed by 21 West 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 14,520 shares
    Change vs previous 13F +162 shares

    1.94% of the 13F portfolio, value $2,046,594.

    13F-HR 0002067541-25-000003 filed by 21 West 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 14,358 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $1,914,065.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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