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Talisman Wealth Advisors LLC: VYMI position timeline

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

Talisman Wealth Advisors LLC held 0 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -18,968 shares

    13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 18,968 shares
    Change vs previous 13F -4,238 shares

    1.44% of the 13F portfolio, value $1,787,611.

    13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors 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 23,206 shares
    Change vs previous 13F -6,389 shares

    1.63% of the 13F portfolio, value $2,089,548.

    13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors 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 29,595 shares
    Change vs previous 13F +1,123 shares

    2.08% of the 13F portfolio, value $2,506,082.

    13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors 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 28,472 shares
    Change vs previous 13F +569 shares

    2.08% of the 13F portfolio, value $2,280,866.

    13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors 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 27,903 shares
    Change vs previous 13F +3,597 shares

    2.11% of the 13F portfolio, value $2,056,149.

    13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors 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 24,306 shares
    Change vs previous 13F +2,369 shares

    1.75% of the 13F portfolio, value $1,649,896.

    13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors 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 21,937 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,616,642.

    13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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