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Dodds Wealth, LLC: VYM position timeline

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

Dodds Wealth, LLC held 25,267 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,267 shares
    Change vs previous 13F -67 shares

    0.9% of the 13F portfolio, value $3,992,886.

    13F-HR 0001973728-26-000004 filed by Dodds 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 25,334 shares
    Change vs previous 13F -1,452 shares

    0.92% of the 13F portfolio, value $3,751,987.

    13F-HR 0001973728-26-000003 filed by Dodds 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 26,786 shares
    Change vs previous 13F -3,929 shares

    0.94% of the 13F portfolio, value $3,844,393.

    13F-HR 0001973728-26-000002 filed by Dodds 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 30,715 shares
    Change vs previous 13F -48 shares

    1.07% of the 13F portfolio, value $4,329,308.

    13F-HR 0001973728-25-000007 filed by Dodds 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 30,763 shares
    Change vs previous 13F -580 shares

    1.1% of the 13F portfolio, value $4,100,990.

    13F-HR 0001973728-25-000005 filed by Dodds 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 31,343 shares
    Change vs previous 13F -16,621 shares

    1.32% of the 13F portfolio, value $4,041,987.

    13F-HR 0001973728-25-000003 filed by Dodds 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 47,964 shares
    Change vs previous 13F -719 shares

    2.04% of the 13F portfolio, value $6,331,742.

    13F-HR 0001973728-25-000001 filed by Dodds 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 48,683 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $6,268,889.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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