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Disclosery

SWS Partners: VYMI position timeline

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

SWS Partners held 3,435 VYMI 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 3,435 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $337,361.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 3,429 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $323,189.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 3,426 shares
    Change vs previous 13F -619 shares

    0.07% of the 13F portfolio, value $308,323.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 4,045 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $342,528.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 4,041 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $323,738.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 4,035 shares
    Change vs previous 13F -431 shares

    0.1% of the 13F portfolio, value $297,339.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 4,466 shares
    Change vs previous 13F -13,658 shares

    0.09% of the 13F portfolio, value $303,152.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 18,124 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,330,664.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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