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High Net Worth Advisory Group LLC: VYM position timeline

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

High Net Worth Advisory Group LLC held 104,430 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,430 shares
    Change vs previous 13F +426 shares

    3.51% of the 13F portfolio, value $16,503,227.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 104,004 shares
    Change vs previous 13F +1,081 shares

    3.59% of the 13F portfolio, value $15,403,029.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 102,923 shares
    Change vs previous 13F +1,499 shares

    3.4% of the 13F portfolio, value $14,771,634.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 101,424 shares
    Change vs previous 13F +6,439 shares

    3.44% of the 13F portfolio, value $14,295,834.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 94,985 shares
    Change vs previous 13F +1,307 shares

    3.35% of the 13F portfolio, value $12,663,644.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 93,678 shares
    Change vs previous 13F -115 shares

    3.41% of the 13F portfolio, value $12,082,034.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 93,793 shares
    Change vs previous 13F -2,975 shares

    3.34% of the 13F portfolio, value $11,968,219.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 96,768 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $12,406,565.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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