Riverbend Wealth Management, LLC: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Riverbend Wealth Management, LLC on VYM, newest first. How the timeline and the estimate are built.
Riverbend Wealth Management, LLC held 20,544 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 20,544 sharesChange vs previous 13F +1,192 shares
1.65% of the 13F portfolio, value $3,246,583.
13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,352 sharesChange vs previous 13F +649 shares
1.78% of the 13F portfolio, value $2,866,019.
13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,703 sharesChange vs previous 13F +384 shares
1.69% of the 13F portfolio, value $2,684,244.
13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,319 sharesChange vs previous 13F -268 shares
1.8% of the 13F portfolio, value $2,582,042.
13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,587 sharesChange vs previous 13F +1,057 shares
1.88% of the 13F portfolio, value $2,477,876.
13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,530 sharesChange vs previous 13F -285 shares
2.02% of the 13F portfolio, value $2,260,692.
13F-HR 0001085146-25-002262 filed by Riverbend Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,815 sharesChange vs previous 13F not available
2.03% of the 13F portfolio, value $2,277,942.
13F-HR 0001085146-25-000896 filed by Riverbend Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).