Global Wealth Strategies & Associates: VYM position timeline

Global Wealth Strategies & Associates held 1,296 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 1,296 shares

   Change vs previous 13F -10 shares

   0.04% of the 13F portfolio, value $201,139.

   13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
   Accepted 2026-10-01 22:46:24 UTC, ingested 2026-10-06 10:18:46 UTC

2. period ended2026-06-30

   13F 1,306 shares

   Change vs previous 13F +338 shares

   0.04% of the 13F portfolio, value $206,397.

   13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
   Filed 2026-07-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 968 shares

   Change vs previous 13F +968 shares

   0.04% of the 13F portfolio, value $143,361.

   13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
   Filed 2026-04-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -537 shares

   13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 537 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $69,252.

   13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
   Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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