Wolff Financial Management LLC: VYM position timeline

Wolff Financial Management LLC held 222,765 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 222,765 shares

   Change vs previous 13F -1,335 shares

   7.02% of the 13F portfolio, value $35,203,476.

   13F-HR 0001767940-26-000004 filed by Wolff Financial Management LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 224,100 shares

   Change vs previous 13F +3,835 shares

   7.33% of the 13F portfolio, value $33,189,279.

   13F-HR 0001767940-26-000003 filed by Wolff Financial Management LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 220,265 shares

   Change vs previous 13F +3,376 shares

   7.11% of the 13F portfolio, value $31,612,390.

   13F-HR 0001767940-26-000001 filed by Wolff Financial Management LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 216,889 shares

   Change vs previous 13F +6,028 shares

   7.1% of the 13F portfolio, value $30,570,444.

   13F-HR 0001767940-25-000006 filed by Wolff Financial Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 210,861 shares

   Change vs previous 13F +4,445 shares

   7.26% of the 13F portfolio, value $28,110,000.

   13F-HR 0001767940-25-000004 filed by Wolff Financial Management LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 206,416 shares

   Change vs previous 13F +753 shares

   7.37% of the 13F portfolio, value $26,619,000.

   13F-HR 0001767940-25-000003 filed by Wolff Financial Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 205,663 shares

   Change vs previous 13F -2,886 shares

   7.28% of the 13F portfolio, value $26,241,000.

   13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 208,549 shares

   Change vs previous 13F not available

   7.26% of the 13F portfolio, value $26,736,000.

   13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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