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AAF Wealth Management, LLC: VYMI position timeline

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

AAF Wealth Management, LLC held 241,414 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,414 shares
    Change vs previous 13F -127 shares

    8.74% of the 13F portfolio, value $23,706,843.

    13F-HR 0001726609-26-000005 filed by AAF Wealth 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 241,541 shares
    Change vs previous 13F +843 shares

    9.34% of the 13F portfolio, value $22,762,782.

    13F-HR 0001726609-26-000002 filed by AAF 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 ended2025-12-31
    13F 240,698 shares
    Change vs previous 13F +13,167 shares

    9.13% of the 13F portfolio, value $21,662,859.

    13F-HR 0001726609-26-000001 filed by AAF 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 ended2025-09-30
    13F 227,531 shares
    Change vs previous 13F +20,305 shares

    8.73% of the 13F portfolio, value $19,267,329.

    13F-HR 0001726609-25-000003 filed by AAF 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 ended2025-06-30
    13F 207,226 shares
    Change vs previous 13F +24,034 shares

    7.56% of the 13F portfolio, value $16,600,869.

    13F-HR 0001085146-25-004526 filed by AAF 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 ended2025-03-31
    13F 183,192 shares
    Change vs previous 13F -4,314 shares

    7.29% of the 13F portfolio, value $13,499,425.

    13F-HR 0001085146-25-003362 filed by AAF 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 ended2024-12-31
    13F/A 187,506 shares
    Change vs previous 13F +8,341 shares

    6.42% of the 13F portfolio, value $12,727,865.

    13F-HR/A 0001085146-25-003382 filed by AAF 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 ended2024-09-30
    13F/A 179,165 shares
    Change vs previous 13F not available

    6.63% of the 13F portfolio, value $13,154,273.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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