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Disclosery

W ADVISORS, LLC: VYM position timeline

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

W ADVISORS, LLC held 13,764 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,764 shares
    Change vs previous 13F +182 shares

    0.99% of the 13F portfolio, value $2,175,106.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 13,582 shares
    Change vs previous 13F +421 shares

    1.03% of the 13F portfolio, value $2,011,604.

    13F-HR 0001172661-26-001570 filed by W 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 13,161 shares
    Change vs previous 13F +481 shares

    0.95% of the 13F portfolio, value $1,888,810.

    13F-HR 0001172661-26-000770 filed by W 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 12,680 shares
    Change vs previous 13F +449 shares

    0.94% of the 13F portfolio, value $1,787,311.

    13F-HR 0001172661-25-004935 filed by W 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 12,231 shares
    Change vs previous 13F +1,695 shares

    0.94% of the 13F portfolio, value $1,630,559.

    13F-HR 0001172661-25-002933 filed by W 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 10,536 shares
    Change vs previous 13F +458 shares

    0.85% of the 13F portfolio, value $1,358,746.

    13F-HR 0001172661-25-001769 filed by W 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 10,078 shares
    Change vs previous 13F +984 shares

    0.8% of the 13F portfolio, value $1,285,857.

    13F-HR 0001172661-25-000311 filed by W 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 9,094 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,165,835.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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