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RTD Financial Advisors, Inc.: VYMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on VYMI, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 126,968 VYMI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126,968 shares
    Change vs previous 13F -2,965 shares

    1.4% of the 13F portfolio, value $12,840,274.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 129,933 shares
    Change vs previous 13F -6,650 shares

    1.39% of the 13F portfolio, value $12,759,421.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 136,583 shares
    Change vs previous 13F -7,752 shares

    1.58% of the 13F portfolio, value $12,871,582.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 144,335 shares
    Change vs previous 13F -7,763 shares

    1.59% of the 13F portfolio, value $12,990,150.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 152,098 shares
    Change vs previous 13F -2,912 shares

    1.55% of the 13F portfolio, value $12,879,659.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 155,010 shares
    Change vs previous 13F -1,597 shares

    1.59% of the 13F portfolio, value $12,417,852.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 156,607 shares
    Change vs previous 13F -3,315 shares

    1.55% of the 13F portfolio, value $11,540,370.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 159,922 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $10,855,506.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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