CONSULTIVA WEALTH MANAGEMENT, CORP.: VYMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONSULTIVA WEALTH MANAGEMENT, CORP. on VYMI, newest first. How the timeline and the estimate are built.
CONSULTIVA WEALTH MANAGEMENT, CORP. held 5,397 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 5,397 sharesChange vs previous 13F +4,610 shares
1.19% of the 13F portfolio, value $529,985.
13F-HR 0001845849-26-000003 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 787 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $74,167.
13F-HR 0001845849-26-000002 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 787 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $70,830.
13F-HR 0001845849-26-000001 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 787 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $66,643.
13F-HR 0001845849-25-000005 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 787 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $63,047.
13F-HR 0001845849-25-000003 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 787 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $57,994.
13F-HR 0001845849-25-000001 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 787 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $53,421.
13F-HR 0001845849-25-000002 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 787 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $57,781.
13F-HR 0001845849-24-000005 filed by CONSULTIVA WEALTH MANAGEMENT, CORP.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).