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Disclosery

AGILIS PARTNERS LLC: VYM position timeline

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

AGILIS PARTNERS LLC held 62,304 VYM shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 62,304 shares
    Change vs previous 13F -1,217 shares

    2.39% of the 13F portfolio, value $7,949,367.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 63,521 shares
    Change vs previous 13F -930 shares

    2.28% of the 13F portfolio, value $8,143,392.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 64,451 shares
    Change vs previous 13F -1,917 shares

    2.33% of the 13F portfolio, value $7,643,889.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 66,368 shares
    Change vs previous 13F 0 shares

    2.05% of the 13F portfolio, value $8,029,864.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 66,368 shares
    Change vs previous 13F 0 shares

    1.95% of the 13F portfolio, value $7,408,660.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 66,368 shares
    Change vs previous 13F -1,042 shares

    2.47% of the 13F portfolio, value $6,857,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 67,410 shares
    Change vs previous 13F +29,538 shares

    2.79% of the 13F portfolio, value $7,150,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 37,872 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,995,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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