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Forza Wealth Management, LLC: VYM position timeline

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

Forza Wealth Management, LLC held 28,747 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,747 shares
    Change vs previous 13F +67 shares

    1.39% of the 13F portfolio, value $4,542,888.

    13F-HR 0001963030-26-000003 filed by Forza Wealth Management, 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 28,680 shares
    Change vs previous 13F -801 shares

    1.48% of the 13F portfolio, value $4,247,508.

    13F-HR 0001963030-26-000002 filed by Forza 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 ended2025-12-31
    13F 29,481 shares
    Change vs previous 13F -100 shares

    1.53% of the 13F portfolio, value $4,231,113.

    13F-HR 0001963030-26-000001 filed by Forza 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 ended2025-09-30
    13F 29,581 shares
    Change vs previous 13F -90 shares

    1.6% of the 13F portfolio, value $4,169,442.

    13F-HR 0001963030-25-000012 filed by Forza 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 ended2025-06-30
    13F 29,671 shares
    Change vs previous 13F +6,373 shares

    1.62% of the 13F portfolio, value $3,955,441.

    13F-HR 0001963030-25-000005 filed by Forza 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 ended2025-03-31
    13F 23,298 shares
    Change vs previous 13F -268 shares

    1.35% of the 13F portfolio, value $3,004,510.

    13F-HR 0001963030-25-000003 filed by Forza 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 ended2024-12-31
    13F 23,566 shares
    Change vs previous 13F -72 shares

    1.37% of the 13F portfolio, value $3,006,786.

    13F-HR 0001963030-25-000001 filed by Forza 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 ended2024-09-30
    13F 23,638 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,030,392.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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