HBW ADVISORY SERVICES LLC: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on VYM, newest first. How the timeline and the estimate are built.
HBW ADVISORY SERVICES LLC held 64,715 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 64,715 sharesChange vs previous 13F -142 shares
0.93% of the 13F portfolio, value $10,226,950.
13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 64,857 sharesChange vs previous 13F -2,142 shares
1.01% of the 13F portfolio, value $9,605,274.
13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 66,999 sharesChange vs previous 13F +483 shares
1.04% of the 13F portfolio, value $9,615,627.
13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 66,516 sharesChange vs previous 13F -187 shares
1.05% of the 13F portfolio, value $9,375,402.
13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 66,703 sharesChange vs previous 13F -681 shares
1.1% of the 13F portfolio, value $8,892,156.
13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 67,384 sharesChange vs previous 13F -1,561 shares
1.24% of the 13F portfolio, value $8,689,804.
13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 68,945 sharesChange vs previous 13F +1,150 shares
0.9% of the 13F portfolio, value $8,796,631.
13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 67,795 sharesChange vs previous 13F not available
1.27% of the 13F portfolio, value $8,691,359.
13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).