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Disclosery

Bernardo Wealth Planning LLC: VYM position timeline

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

Bernardo Wealth Planning LLC held 118,550 VYM 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 118,550 shares
    Change vs previous 13F +2,532 shares

    3.2% of the 13F portfolio, value $18,734,454.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 116,018 shares
    Change vs previous 13F +18,828 shares

    3.36% of the 13F portfolio, value $17,182,269.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 97,190 shares
    Change vs previous 13F -1,269 shares

    2.66% of the 13F portfolio, value $13,948,740.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 98,459 shares
    Change vs previous 13F -818 shares

    2.72% of the 13F portfolio, value $13,877,808.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 99,277 shares
    Change vs previous 13F +2,085 shares

    2.87% of the 13F portfolio, value $13,235,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 97,192 shares
    Change vs previous 13F +1,533 shares

    3% of the 13F portfolio, value $12,534,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 95,659 shares
    Change vs previous 13F -19,763 shares

    2.89% of the 13F portfolio, value $12,063,511.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 115,422 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $15,175,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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