Skip to content
Disclosery

Wise Wealth Partners: VYMI position timeline

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

Wise Wealth Partners held 3,050 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,050 shares
    Change vs previous 13F -34,346 shares

    0.51% of the 13F portfolio, value $299,503.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 37,396 shares
    Change vs previous 13F +4,501 shares

    4.77% of the 13F portfolio, value $3,524,220.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 32,895 shares
    Change vs previous 13F +2,820 shares

    4.25% of the 13F portfolio, value $2,960,522.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 30,075 shares
    Change vs previous 13F +128 shares

    3.89% of the 13F portfolio, value $2,546,792.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 29,947 shares
    Change vs previous 13F +4,735 shares

    4.01% of the 13F portfolio, value $2,399,082.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 25,212 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $1,857,843.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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