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ADG Wealth Management Group, LLC: VYMI position timeline

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

ADG Wealth Management Group, LLC held 92,768 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,768 shares
    Change vs previous 13F -617 shares

    5.78% of the 13F portfolio, value $9,109,886.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 93,385 shares
    Change vs previous 13F +1,757 shares

    6.08% of the 13F portfolio, value $8,800,642.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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 91,628 shares
    Change vs previous 13F +58 shares

    6.25% of the 13F portfolio, value $8,246,507.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, 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 91,570 shares
    Change vs previous 13F +916 shares

    6.16% of the 13F portfolio, value $7,754,180.

    13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, 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 90,654 shares
    Change vs previous 13F +235 shares

    6.18% of the 13F portfolio, value $7,262,277.

    13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, 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 90,419 shares
    Change vs previous 13F -3,071 shares

    6.28% of the 13F portfolio, value $6,662,937.

    13F-HR 0002053824-25-000003 filed by ADG Wealth Management Group, 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 93,490 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $6,346,094.

    13F-HR 0002053824-25-000002 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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