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Disclosery

Sagace Wealth Management LLC: VYM position timeline

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

Sagace Wealth Management LLC held 11,940 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 11,940 shares
    Change vs previous 13F -47 shares

    1.19% of the 13F portfolio, value $1,886,878.

    13F-HR 0002027449-26-000003 filed by Sagace 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 11,987 shares
    Change vs previous 13F -190 shares

    1.2% of the 13F portfolio, value $1,775,275.

    13F-HR 0002027449-26-000002 filed by Sagace 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 12,177 shares
    Change vs previous 13F +169 shares

    1.19% of the 13F portfolio, value $1,747,643.

    13F-HR 0002027449-26-000001 filed by Sagace 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 12,008 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,692,528.

    13F-HR 0002027449-25-000007 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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