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Disclosery

BigSur Wealth Management LLC: VYMI position timeline

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

BigSur Wealth Management LLC held 22,277 VYMI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,277 shares
    Change vs previous 13F -1,353 shares

    0.53% of the 13F portfolio, value $2,252,852.

    13F-HR 0001398344-26-018154 filed by BigSur Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,630 shares
    Change vs previous 13F -42 shares

    0.56% of the 13F portfolio, value $2,320,464.

    13F-HR 0001398344-26-012137 filed by BigSur 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 23,672 shares
    Change vs previous 13F +5,501 shares

    0.63% of the 13F portfolio, value $2,230,818.

    13F-HR 0001398344-26-006828 filed by BigSur 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 18,171 shares
    Change vs previous 13F +70 shares

    0.4% of the 13F portfolio, value $1,635,379.

    13F-HR 0001398344-26-001298 filed by BigSur 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 18,101 shares
    Change vs previous 13F +101 shares

    0.38% of the 13F portfolio, value $1,532,778.

    13F-HR 0001398344-25-019122 filed by BigSur 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 18,000 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,441,980.

    13F-HR 0001398344-25-013158 filed by BigSur 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 18,000 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,326,420.

    13F-HR 0001398344-25-007207 filed by BigSur 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 18,000 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,221,840.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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