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CHANNEL WEALTH LLC: VYM position timeline

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

CHANNEL WEALTH LLC held 2,203 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,203 shares
    Change vs previous 13F -257 shares

    0.08% of the 13F portfolio, value $348,140.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH 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 2,460 shares
    Change vs previous 13F -409 shares

    0.09% of the 13F portfolio, value $364,326.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH 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 2,869 shares
    Change vs previous 13F +445 shares

    0.1% of the 13F portfolio, value $411,759.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH 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 2,424 shares
    Change vs previous 13F -234 shares

    0.09% of the 13F portfolio, value $341,663.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH 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 2,658 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $354,338.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH 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 2,672 shares
    Change vs previous 13F +64 shares

    0.11% of the 13F portfolio, value $344,601.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH 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 2,608 shares
    Change vs previous 13F -68 shares

    0.11% of the 13F portfolio, value $332,775.

    13F-HR 0001975550-25-000001 filed by CHANNEL WEALTH 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 2,676 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $343,083.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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