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Moran Wealth Management, LLC: VYMI position timeline

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

Moran Wealth Management, LLC held 158,397 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,397 shares
    Change vs previous 13F +25,563 shares

    0.42% of the 13F portfolio, value $15,554,585.

    13F-HR 0001965334-26-000004 filed by Moran 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 132,834 shares
    Change vs previous 13F +39,805 shares

    0.38% of the 13F portfolio, value $12,518,276.

    13F-HR 0002085853-26-000507 filed by Moran 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 93,029 shares
    Change vs previous 13F +10,981 shares

    0.26% of the 13F portfolio, value $8,372,610.

    13F-HR 0002085853-26-000091 filed by Moran 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 82,048 shares
    Change vs previous 13F +19,041 shares

    0.21% of the 13F portfolio, value $6,947,825.

    13F-HR 0002085853-25-000149 filed by Moran 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 63,007 shares
    Change vs previous 13F +2,731 shares

    0.16% of the 13F portfolio, value $5,047,491.

    13F-HR 0001667731-25-000988 filed by Moran 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 60,276 shares
    Change vs previous 13F -704 shares

    0.15% of the 13F portfolio, value $4,441,738.

    13F-HR 0001667731-25-000498 filed by Moran 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 60,980 shares
    Change vs previous 13F -41 shares

    0.13% of the 13F portfolio, value $4,139,322.

    13F-HR 0001667731-25-000219 filed by Moran 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 61,021 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,480,162.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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