ATTICUS WEALTH MANAGEMENT, LLC: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATTICUS WEALTH MANAGEMENT, LLC on VYM, newest first. How the timeline and the estimate are built.
ATTICUS WEALTH MANAGEMENT, LLC held 30,501 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 30,501 sharesChange vs previous 13F -343 shares
1.15% of the 13F portfolio, value $4,820,039.
13F-HR 0001800234-26-000003 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,844 sharesChange vs previous 13F -1,016 shares
1.24% of the 13F portfolio, value $4,567,930.
13F-HR 0001800234-26-000002 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,860 sharesChange vs previous 13F +681 shares
1.13% of the 13F portfolio, value $4,572,521.
13F-HR 0001800234-26-000001 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,179 sharesChange vs previous 13F +292 shares
1.11% of the 13F portfolio, value $4,394,719.
13F-HR 0001800234-25-000004 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,887 sharesChange vs previous 13F +1,122 shares
1.11% of the 13F portfolio, value $4,117,498.
13F-HR 0001085146-25-003716 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,765 sharesChange vs previous 13F -245 shares
1.25% of the 13F portfolio, value $3,838,501.
13F-HR 0001085146-25-002231 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,010 sharesChange vs previous 13F +1,471 shares
1.19% of the 13F portfolio, value $3,829,002.
13F-HR 0001085146-25-000396 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,539 sharesChange vs previous 13F not available
1.17% of the 13F portfolio, value $3,658,699.
13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).