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Disclosery

Performance Wealth Partners, LLC: VYM position timeline

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

Performance Wealth Partners, LLC held 118,890 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 118,890 shares
    Change vs previous 13F -17,482 shares

    0.47% of the 13F portfolio, value $18,788,156.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 136,372 shares
    Change vs previous 13F -235 shares

    0.59% of the 13F portfolio, value $20,196,696.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 136,607 shares
    Change vs previous 13F -201 shares

    0.53% of the 13F portfolio, value $19,605,876.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 136,808 shares
    Change vs previous 13F -1,508 shares

    0.54% of the 13F portfolio, value $19,283,102.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 138,316 shares
    Change vs previous 13F +5,349 shares

    0.59% of the 13F portfolio, value $18,438,859.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 132,967 shares
    Change vs previous 13F +6,877 shares

    0.61% of the 13F portfolio, value $17,147,362.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 126,090 shares
    Change vs previous 13F +3,275 shares

    0.52% of the 13F portfolio, value $16,087,872.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 122,815 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $15,744,939.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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