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WNY Asset Management, LLC: VMBS position timeline

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

WNY Asset Management, LLC held 9,400 VMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,400 shares
    Change vs previous 13F -3,222 shares

    0.04% of the 13F portfolio, value $440,006.

    13F-HR 0002085853-26-001032 filed by WNY Asset Management, 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 12,622 shares
    Change vs previous 13F -176,396 shares

    0.06% of the 13F portfolio, value $592,598.

    13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 189,018 shares
    Change vs previous 13F +877 shares

    0.85% of the 13F portfolio, value $8,876,300.

    13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 188,141 shares
    Change vs previous 13F -217 shares

    0.96% of the 13F portfolio, value $8,718,472.

    13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 188,358 shares
    Change vs previous 13F -4,231 shares

    1.04% of the 13F portfolio, value $8,722,874.

    13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 192,589 shares
    Change vs previous 13F +4,928 shares

    1.08% of the 13F portfolio, value $8,731,994.

    13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 187,661 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,859,497.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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