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Disclosery

Winch Advisory Services, LLC: VYM position timeline

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

Winch Advisory Services, LLC held 2,153 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,153 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $340,287.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 2,142 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $317,265.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 2,132 shares
    Change vs previous 13F +28 shares

    0.07% of the 13F portfolio, value $305,951.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 2,104 shares
    Change vs previous 13F +157 shares

    0.07% of the 13F portfolio, value $296,587.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 1,947 shares
    Change vs previous 13F +164 shares

    0.06% of the 13F portfolio, value $259,549.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 1,783 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $229,894.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 1,772 shares
    Change vs previous 13F +174 shares

    0.06% of the 13F portfolio, value $226,028.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 1,598 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $204,835.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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