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Disclosery

Flywheel Private Wealth LLC: VYM position timeline

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

Flywheel Private Wealth LLC held 41,220 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,220 shares
    Change vs previous 13F -131 shares

    3.21% of the 13F portfolio, value $6,513,997.

    13F-HR 0001725547-26-000242 filed by Flywheel Private 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 41,351 shares
    Change vs previous 13F -14 shares

    3.49% of the 13F portfolio, value $6,124,083.

    13F-HR 0001725547-26-000136 filed by Flywheel Private 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 41,365 shares
    Change vs previous 13F -4 shares

    3.71% of the 13F portfolio, value $5,936,705.

    13F-HR 0001725547-26-000020 filed by Flywheel Private 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 41,369 shares
    Change vs previous 13F -442 shares

    4.55% of the 13F portfolio, value $5,830,961.

    13F-HR 0001725547-25-004114 filed by Flywheel Private 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 41,811 shares
    Change vs previous 13F -1,249 shares

    4.47% of the 13F portfolio, value $5,573,824.

    13F-HR 0001725547-25-003450 filed by Flywheel Private 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 43,060 shares
    Change vs previous 13F +100 shares

    5.06% of the 13F portfolio, value $5,553,015.

    13F-HR 0001725547-25-001412 filed by Flywheel Private 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 42,960 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $5,481,264.

    13F-HR 0001725547-25-000090 filed by Flywheel Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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