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Disclosery

AA Financial Advisors, LLC: VYM position timeline

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

AA Financial Advisors, LLC held 61,496 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,496 shares
    Change vs previous 13F -1,533 shares

    1.17% of the 13F portfolio, value $9,718,200.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 63,029 shares
    Change vs previous 13F -4,237 shares

    1.31% of the 13F portfolio, value $9,334,589.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 67,266 shares
    Change vs previous 13F -8,111 shares

    1.78% of the 13F portfolio, value $9,653,992.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, 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 75,377 shares
    Change vs previous 13F -632 shares

    2.09% of the 13F portfolio, value $10,624,423.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, 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 76,009 shares
    Change vs previous 13F +8,347 shares

    2.18% of the 13F portfolio, value $10,132,709.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, 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 67,662 shares
    Change vs previous 13F +6,514 shares

    2.13% of the 13F portfolio, value $8,725,696.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, 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 61,148 shares
    Change vs previous 13F +8,538 shares

    2.08% of the 13F portfolio, value $7,801,896.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, 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 52,610 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $6,744,619.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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