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Luminvest Wealth Management LLC: VYM position timeline

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

Luminvest Wealth Management LLC held 12,549 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 12,549 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,983,050.

    13F-HR 0002036517-26-000004 filed by Luminvest 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 ended2026-03-31
    13F 12,549 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,858,442.

    13F-HR 0002036517-26-000002 filed by Luminvest 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 ended2025-12-31
    13F 12,549 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,801,045.

    13F-HR 0002036517-26-000001 filed by Luminvest 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 ended2025-09-30
    13F 12,549 shares
    Change vs previous 13F +3,344 shares

    0.58% of the 13F portfolio, value $1,768,794.

    13F-HR 0002036517-25-000002 filed by Luminvest 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 ended2025-06-30
    13F 9,205 shares
    Change vs previous 13F +128 shares

    0.44% of the 13F portfolio, value $1,227,359.

    13F-HR 0001085146-25-003919 filed by Luminvest 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 ended2025-03-31
    13F 9,077 shares
    Change vs previous 13F +23 shares

    0.48% of the 13F portfolio, value $1,170,522.

    13F-HR 0001085146-25-002501 filed by Luminvest 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 ended2024-12-31
    13F 9,054 shares
    Change vs previous 13F +3 shares

    0.47% of the 13F portfolio, value $1,155,144.

    13F-HR 0001085146-25-000572 filed by Luminvest 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 ended2024-09-30
    13F 9,051 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,161,579.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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