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Disclosery

Wealth Advisory Team LLC: VYM position timeline

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

Wealth Advisory Team LLC held 35,949 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 35,949 shares
    Change vs previous 13F -13,585 shares

    4.62% of the 13F portfolio, value $5,680,953.

    13F-HR 0002039196-26-000004 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 49,534 shares
    Change vs previous 13F -1,204 shares

    6.28% of the 13F portfolio, value $7,109,094.

    13F-HR 0002039196-26-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 50,738 shares
    Change vs previous 13F not available

    6.33% of the 13F portfolio, value $6,763,914.

    13F-HR 0002039196-25-000001 filed by Wealth Advisory Team LLC
    Filed (acceptance time not in the bulk data set), ingested

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