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Western Pacific Wealth Management, LP: VYM position timeline

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

Western Pacific Wealth Management, LP held 75,442 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,442 shares
    Change vs previous 13F +1,286 shares

    10.78% of the 13F portfolio, value $11,922,074.

    13F-HR 0001104659-26-092621 filed by Western Pacific Wealth Management, LP
    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 74,156 shares
    Change vs previous 13F +246 shares

    11.17% of the 13F portfolio, value $10,982,438.

    13F-HR 0001104659-26-044774 filed by Western Pacific Wealth Management, LP
    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 73,910 shares
    Change vs previous 13F +11,656 shares

    10.27% of the 13F portfolio, value $10,607,499.

    13F-HR 0001104659-26-010210 filed by Western Pacific Wealth Management, LP
    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 62,254 shares
    Change vs previous 13F +4,870 shares

    8.56% of the 13F portfolio, value $8,774,639.

    13F-HR 0001104659-25-101147 filed by Western Pacific Wealth Management, LP
    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 57,384 shares
    Change vs previous 13F +8,672 shares

    7.34% of the 13F portfolio, value $7,649,846.

    13F-HR 0001104659-25-066955 filed by Western Pacific Wealth Management, LP
    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 48,712 shares
    Change vs previous 13F +8 shares

    5.68% of the 13F portfolio, value $6,281,880.

    13F-HR 0001104659-25-035904 filed by Western Pacific Wealth Management, LP
    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 48,704 shares
    Change vs previous 13F +463 shares

    5.01% of the 13F portfolio, value $6,214,109.

    13F-HR 0001104659-25-005890 filed by Western Pacific Wealth Management, LP
    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 48,241 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $6,184,468.

    13F-HR 0001104659-24-113036 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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