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Disclosery

Mittelman Wealth Management: VYM position timeline

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

Mittelman Wealth Management held 19,314 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,314 shares
    Change vs previous 13F -98,336 shares

    10.07% of the 13F portfolio, value $15,226,420.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 117,650 shares
    Change vs previous 13F -3,067 shares

    10.86% of the 13F portfolio, value $17,423,996.

    13F-HR 0002021464-26-000002 filed by Mittelman Wealth Management
    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 120,717 shares
    Change vs previous 13F -9,855 shares

    11.26% of the 13F portfolio, value $17,325,394.

    13F-HR 0002021464-26-000001 filed by Mittelman Wealth Management
    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 130,572 shares
    Change vs previous 13F -5,988 shares

    12.05% of the 13F portfolio, value $18,404,134.

    13F-HR 0002021464-25-000006 filed by Mittelman Wealth Management
    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 136,560 shares
    Change vs previous 13F -10,492 shares

    15.37% of the 13F portfolio, value $18,204,914.

    13F-HR 0002021464-25-000004 filed by Mittelman Wealth Management
    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 147,052 shares
    Change vs previous 13F +7,766 shares

    17.11% of the 13F portfolio, value $18,963,950.

    13F-HR 0002021464-25-000003 filed by Mittelman Wealth Management
    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 139,286 shares
    Change vs previous 13F -88,056 shares

    16.53% of the 13F portfolio, value $17,771,500.

    13F-HR 0002021464-25-000001 filed by Mittelman Wealth Management
    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 227,342 shares
    Change vs previous 13F not available

    16.56% of the 13F portfolio, value $29,145,244.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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