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Disclosery

Wealth Management Partners, LLC: VYM position timeline

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

Wealth Management Partners, LLC held 28,105 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,105 shares
    Change vs previous 13F -408 shares

    1.05% of the 13F portfolio, value $4,441,446.

    13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 28,513 shares
    Change vs previous 13F -275 shares

    1.21% of the 13F portfolio, value $4,222,708.

    13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 28,788 shares
    Change vs previous 13F -1,168 shares

    1.18% of the 13F portfolio, value $4,131,669.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 29,956 shares
    Change vs previous 13F -456 shares

    1.34% of the 13F portfolio, value $4,222,367.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 30,412 shares
    Change vs previous 13F +113 shares

    1.45% of the 13F portfolio, value $4,097,412.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 30,299 shares
    Change vs previous 13F -593 shares

    1.81% of the 13F portfolio, value $3,907,411.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 30,892 shares
    Change vs previous 13F -1,721 shares

    1.7% of the 13F portfolio, value $3,941,488.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, 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 32,613 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $4,180,989.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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