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Westside Investment Management, Inc.: VYM position timeline

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

Westside Investment Management, Inc. held 162,620 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,620 shares
    Change vs previous 13F +603 shares

    3.38% of the 13F portfolio, value $25,698,977.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 162,017 shares
    Change vs previous 13F +6,232 shares

    3.68% of the 13F portfolio, value $23,994,934.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    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 155,785 shares
    Change vs previous 13F +1,760 shares

    3.58% of the 13F portfolio, value $22,367,195.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 154,025 shares
    Change vs previous 13F -2,231 shares

    3.47% of the 13F portfolio, value $21,710,931.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    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 156,256 shares
    Change vs previous 13F +3,477 shares

    3.86% of the 13F portfolio, value $20,839,848.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 152,779 shares
    Change vs previous 13F +14,630 shares

    4.2% of the 13F portfolio, value $19,700,574.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 138,149 shares
    Change vs previous 13F +892 shares

    3.71% of the 13F portfolio, value $17,626,462.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 137,257 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $17,535,736.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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