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TRUE Private Wealth Advisors: VYM position timeline

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

TRUE Private Wealth Advisors held 2,520 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,520 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $398,255.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 2,534 shares
    Change vs previous 13F -14,855 shares

    0.04% of the 13F portfolio, value $375,294.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 17,389 shares
    Change vs previous 13F -727 shares

    0.25% of the 13F portfolio, value $2,495,739.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 18,116 shares
    Change vs previous 13F -1,243 shares

    0.26% of the 13F portfolio, value $2,553,524.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 19,359 shares
    Change vs previous 13F -400 shares

    0.29% of the 13F portfolio, value $2,580,791.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 19,759 shares
    Change vs previous 13F -19 shares

    0.31% of the 13F portfolio, value $2,548,068.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 19,778 shares
    Change vs previous 13F +38 shares

    0.31% of the 13F portfolio, value $2,523,541.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 19,740 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,530,794.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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