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Thrive Wealth Management, LLC: VYM position timeline

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

Thrive Wealth Management, LLC held 7,798 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,798 shares
    Change vs previous 13F -36 shares

    0.16% of the 13F portfolio, value $1,232,375.

    13F-HR 0001847610-26-000005 filed by Thrive 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 7,834 shares
    Change vs previous 13F -170 shares

    0.17% of the 13F portfolio, value $1,160,273.

    13F-HR 0001847610-26-000003 filed by Thrive 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 8,004 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $1,148,687.

    13F-HR 0001847610-26-000001 filed by Thrive 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 8,003 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $1,128,005.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 8,002 shares
    Change vs previous 13F +47 shares

    0.17% of the 13F portfolio, value $1,066,766.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 7,955 shares
    Change vs previous 13F +125 shares

    0.2% of the 13F portfolio, value $1,025,923.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, 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 7,830 shares
    Change vs previous 13F -27 shares

    0.18% of the 13F portfolio, value $998,975.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, 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 7,857 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,007,227.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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