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Disclosery

Oxler Private Wealth LLC: VYM position timeline

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

Oxler Private Wealth LLC held 36,363 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,363 shares
    Change vs previous 13F -4,855 shares

    1.64% of the 13F portfolio, value $5,746,486.

    13F-HR 0001172661-26-003014 filed by Oxler Private Wealth 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 41,218 shares
    Change vs previous 13F -1,328 shares

    1.91% of the 13F portfolio, value $6,104,323.

    13F-HR 0001172661-26-001546 filed by Oxler Private Wealth 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 42,546 shares
    Change vs previous 13F -3,996 shares

    1.77% of the 13F portfolio, value $6,106,139.

    13F-HR 0001172661-26-000281 filed by Oxler Private Wealth 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 46,542 shares
    Change vs previous 13F -4,246 shares

    1.91% of the 13F portfolio, value $6,560,107.

    13F-HR 0001172661-25-004542 filed by Oxler Private Wealth 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 50,788 shares
    Change vs previous 13F -2,541 shares

    2.13% of the 13F portfolio, value $6,770,517.

    13F-HR 0001172661-25-003095 filed by Oxler Private Wealth 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 53,329 shares
    Change vs previous 13F -224 shares

    2.42% of the 13F portfolio, value $6,877,340.

    13F-HR 0001172661-25-001598 filed by Oxler Private Wealth 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 53,553 shares
    Change vs previous 13F -3 shares

    2.25% of the 13F portfolio, value $6,832,862.

    13F-HR 0001172661-25-000337 filed by Oxler Private Wealth 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 53,556 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $6,865,906.

    13F-HR 0001172661-24-004245 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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