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Iron Horse Wealth Management, LLC: VYM position timeline

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

Iron Horse Wealth Management, LLC held 268,260 VYM shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 268,260 shares
    Change vs previous 13F +5,493 shares

    10.55% of the 13F portfolio, value $35,761,676.

    13F-HR 0001836270-25-000003 filed by Iron Horse 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 ended2025-03-31
    13F 262,767 shares
    Change vs previous 13F +8,756 shares

    10.88% of the 13F portfolio, value $33,886,395.

    13F-HR 0001836270-25-000002 filed by Iron Horse 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 ended2024-12-31
    13F 254,011 shares
    Change vs previous 13F +8,813 shares

    10.88% of the 13F portfolio, value $32,409,219.

    13F-HR 0001836270-25-000001 filed by Iron Horse 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 ended2024-09-30
    13F 245,198 shares
    Change vs previous 13F +11,926 shares

    10.74% of the 13F portfolio, value $31,434,443.

    13F-HR 0001836270-24-000005 filed by Iron Horse 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 ended2024-06-30
    13F 233,272 shares
    Change vs previous 13F +5,918 shares

    10.57% of the 13F portfolio, value $27,666,013.

    13F-HR 0001836270-24-000003 filed by Iron Horse 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 ended2024-03-31
    13F 227,354 shares
    Change vs previous 13F +6,483 shares

    10.87% of the 13F portfolio, value $27,507,559.

    13F-HR 0001836270-24-000002 filed by Iron Horse 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 ended2023-12-31
    13F 220,871 shares
    Change vs previous 13F +8,633 shares

    10.78% of the 13F portfolio, value $24,655,791.

    13F-HR 0001836270-24-000001 filed by Iron Horse 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 ended2023-09-30
    13F 212,238 shares
    Change vs previous 13F not available

    10.77% of the 13F portfolio, value $21,928,441.

    13F-HR 0001836270-23-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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