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John A. Wolfe & Associates, Inc.: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John A. Wolfe & Associates, Inc. on VYM, newest first. How the timeline and the estimate are built.

John A. Wolfe & Associates, Inc. held 8,892 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,892 shares
    Change vs previous 13F -9,318 shares

    1.94% of the 13F portfolio, value $1,405,320.

    13F-HR 0002118722-26-000007 filed by John A. Wolfe & Associates, Inc.
    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 18,210 shares
    Change vs previous 13F +9,113 shares

    2.67% of the 13F portfolio, value $1,737,484.

    13F-HR 0002118722-26-000004 filed by John A. Wolfe & Associates, Inc.
    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 9,097 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,305,650.

    13F-HR 0002118722-26-000002 filed by John A. Wolfe & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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