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PFG Private Wealth Management, LLC: VYM position timeline

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

PFG Private Wealth Management, LLC held 81,983 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,983 shares
    Change vs previous 13F -10,222 shares

    5.61% of the 13F portfolio, value $12,955,773.

    13F-HR 0001799957-26-000005 filed by PFG Private 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 92,205 shares
    Change vs previous 13F +24,808 shares

    5.79% of the 13F portfolio, value $13,655,540.

    13F-HR 0001799957-26-000002 filed by PFG Private 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 67,397 shares
    Change vs previous 13F +40,910 shares

    4.23% of the 13F portfolio, value $9,672,883.

    13F-HR 0001799957-26-000001 filed by PFG Private 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 26,487 shares
    Change vs previous 13F -33,111 shares

    1.66% of the 13F portfolio, value $3,733,283.

    13F-HR 0001799957-25-000007 filed by PFG Private 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 59,598 shares
    Change vs previous 13F +1,986 shares

    4.09% of the 13F portfolio, value $7,945,009.

    13F-HR 0001799957-25-000005 filed by PFG Private 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 57,612 shares
    Change vs previous 13F +17,426 shares

    4.02% of the 13F portfolio, value $7,429,644.

    13F-HR 0001799957-25-000004 filed by PFG Private 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 40,186 shares
    Change vs previous 13F -30,931 shares

    2.92% of the 13F portfolio, value $5,127,332.

    13F-HR 0001799957-25-000001 filed by PFG Private 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 71,117 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $9,117,199.

    13F-HR 0001799957-24-000007 filed by PFG Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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