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Disclosery

BCS Wealth Management: VYMI position timeline

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

BCS Wealth Management held 94,636 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,636 shares
    Change vs previous 13F +3,840 shares

    1.67% of the 13F portfolio, value $9,293,259.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 90,796 shares
    Change vs previous 13F -70,504 shares

    1.75% of the 13F portfolio, value $8,556,493.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 161,300 shares
    Change vs previous 13F +83,028 shares

    1.47% of the 13F portfolio, value $14,517,040.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 78,272 shares
    Change vs previous 13F +8,546 shares

    1.49% of the 13F portfolio, value $6,628,011.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 69,726 shares
    Change vs previous 13F +6,607 shares

    1.2% of the 13F portfolio, value $5,586,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 63,119 shares
    Change vs previous 13F +5,145 shares

    1.2% of the 13F portfolio, value $4,651,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 57,974 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,935,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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