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Disclosery

ADE, LLC: VYM position timeline

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

ADE, LLC held 4,505 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,505 shares
    Change vs previous 13F -17 shares

    0.3% of the 13F portfolio, value $711,873.

    13F-HR 0001845950-26-000005 filed by ADE, 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 4,522 shares
    Change vs previous 13F -26 shares

    0.32% of the 13F portfolio, value $669,702.

    13F-HR 0001845950-26-000004 filed by ADE, 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 4,548 shares
    Change vs previous 13F -26 shares

    0.32% of the 13F portfolio, value $652,769.

    13F-HR 0001845950-26-000002 filed by ADE, 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 4,574 shares
    Change vs previous 13F -30 shares

    0.33% of the 13F portfolio, value $644,639.

    13F-HR 0001845950-25-000003 filed by ADE, 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 4,604 shares
    Change vs previous 13F -53 shares

    0.33% of the 13F portfolio, value $613,741.

    13F-HR 0001085146-25-004844 filed by ADE, 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 4,657 shares
    Change vs previous 13F -34 shares

    0.35% of the 13F portfolio, value $600,615.

    13F-HR 0001085146-25-002514 filed by ADE, 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 4,691 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $598,498.

    13F-HR 0001085146-25-000298 filed by ADE, 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 4,687 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $600,834.

    13F-HR 0001085146-24-005171 filed by ADE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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