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Kestra Advisory Services, LLC: VYMI position timeline

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

Kestra Advisory Services, LLC held 265,635 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 265,635 shares
    Change vs previous 13F +57,686 shares

    0.07% of the 13F portfolio, value $26,085,353.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 105,505 shares
    • Kestra Advisory Services, LLC: 160,130 shares

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

  2. period ended2026-03-31
    13F 207,949 shares
    Change vs previous 13F +25,045 shares

    0.06% of the 13F portfolio, value $19,597,161.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 100,137 shares
    • Kestra Advisory Services, LLC: 107,812 shares

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

  3. period ended2025-12-31
    13F 182,904 shares
    Change vs previous 13F +28,747 shares

    0.05% of the 13F portfolio, value $16,461,306.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 96,111 shares
    • Kestra Advisory Services, LLC: 86,793 shares

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

  4. period ended2025-09-30
    13F 154,157 shares
    Change vs previous 13F +21,121 shares

    0.04% of the 13F portfolio, value $13,054,004.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 89,999 shares
    • Kestra Advisory Services, LLC: 64,158 shares

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

  5. period ended2025-06-30
    13F 133,036 shares
    Change vs previous 13F +45,118 shares

    0.04% of the 13F portfolio, value $10,657,524.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 77,151 shares
    • Kestra Advisory Services, LLC: 55,885 shares

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

  6. period ended2025-03-31
    13F 87,918 shares
    Change vs previous 13F -17,462 shares

    0.02% of the 13F portfolio, value $6,478,678.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,168 shares
    • Kestra Advisory Services, LLC: 49,750 shares

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

  7. period ended2024-12-31
    13F 105,380 shares
    Change vs previous 13F -347 shares

    0.03% of the 13F portfolio, value $7,153,194.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,525 shares
    • Kestra Advisory Services, LLC: 45,855 shares

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

  8. period ended2024-09-30
    13F 105,727 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,762,449.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 58,973 shares
    • Kestra Advisory Services, LLC: 46,754 shares

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