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ACT WEALTH MANAGEMENT, LLC: VYM position timeline

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

ACT WEALTH MANAGEMENT, LLC held 274,034 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 274,034 shares
    Change vs previous 13F +3,660 shares

    12.5% of the 13F portfolio, value $42,530,126.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 270,374 shares
    Change vs previous 13F +1,602 shares

    12.56% of the 13F portfolio, value $42,727,266.

    13F-HR 0001754960-26-000416 filed by ACT 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 268,772 shares
    Change vs previous 13F -1,932 shares

    13.37% of the 13F portfolio, value $39,805,176.

    13F-HR 0001754960-26-000255 filed by ACT 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 270,704 shares
    Change vs previous 13F +6,495 shares

    12.71% of the 13F portfolio, value $38,851,416.

    13F-HR 0001754960-26-000076 filed by ACT 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 264,209 shares
    Change vs previous 13F +11,404 shares

    13.05% of the 13F portfolio, value $37,240,252.

    13F-HR 0001754960-25-000631 filed by ACT 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 252,805 shares
    Change vs previous 13F +6,546 shares

    14.24% of the 13F portfolio, value $33,701,448.

    13F-HR 0001754960-25-000330 filed by ACT 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 246,259 shares
    Change vs previous 13F +7,680 shares

    14.37% of the 13F portfolio, value $31,757,586.

    13F-HR 0001754960-25-000172 filed by ACT 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 238,579 shares
    Change vs previous 13F not available

    14.23% of the 13F portfolio, value $30,440,289.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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