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Lowe Wealth Advisors, LLC: VYMI position timeline

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

Lowe Wealth Advisors, LLC held 24,609 VYMI shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 24,609 shares
    Change vs previous 13F +8,270 shares

    0.76% of the 13F portfolio, value $2,083,890.

    13F-HR 0001574010-25-000006 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 16,339 shares
    Change vs previous 13F +6,779 shares

    0.51% of the 13F portfolio, value $1,308,917.

    13F-HR 0001574010-25-000003 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,560 shares
    Change vs previous 13F +6,704 shares

    0.3% of the 13F portfolio, value $704,476.

    13F-HR 0001574010-25-000002 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,856 shares
    Change vs previous 13F +487 shares

    0.08% of the 13F portfolio, value $193,865.

    13F-HR 0001574010-25-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,369 shares
    Change vs previous 13F +874 shares

    0.07% of the 13F portfolio, value $173,932.

    13F-HR 0001574010-24-000005 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,495 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $102,452.

    13F-HR 0001574010-24-000003 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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