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Martel Wealth Advisors LLC: VYM position timeline

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

Martel Wealth Advisors LLC held 747,548 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 747,548 shares
    Change vs previous 13F +12,208 shares

    18.58% of the 13F portfolio, value $118,135,077.

    13F-HR 0001214659-26-008472 filed by Martel 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 ended2026-03-31
    13F 735,340 shares
    Change vs previous 13F +9,339 shares

    18.54% of the 13F portfolio, value $108,903,811.

    13F-HR 0001214659-26-005396 filed by Martel 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 ended2025-12-31
    13F 726,001 shares
    Change vs previous 13F +17,498 shares

    17.79% of the 13F portfolio, value $104,195,687.

    13F-HR 0001214659-26-000683 filed by Martel 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 ended2025-09-30
    13F 708,503 shares
    Change vs previous 13F +16,139 shares

    17.49% of the 13F portfolio, value $99,863,501.

    13F-HR 0001214659-25-014927 filed by Martel 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 ended2025-06-30
    13F 692,364 shares
    Change vs previous 13F +21,586 shares

    17.11% of the 13F portfolio, value $92,298,992.

    13F-HR 0001214659-25-010550 filed by Martel 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 ended2025-03-31
    13F 670,778 shares
    Change vs previous 13F -6,808 shares

    17.23% of the 13F portfolio, value $86,503,518.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors 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 677,586 shares
    Change vs previous 13F +30,321 shares

    16.88% of the 13F portfolio, value $86,453,185.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors 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 647,265 shares
    Change vs previous 13F not available

    17.04% of the 13F portfolio, value $83,290,002.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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