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Annandale Capital, LLC: VYM position timeline

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

Annandale Capital, LLC held 164,994 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,994 shares
    Change vs previous 13F +1,007 shares

    3.86% of the 13F portfolio, value $26,074,000.

    13F-HR 0001811739-26-000003 filed by Annandale Capital, 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 163,987 shares
    Change vs previous 13F -4,530 shares

    3.99% of the 13F portfolio, value $24,286,000.

    13F-HR 0001811739-26-000002 filed by Annandale Capital, 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 168,517 shares
    Change vs previous 13F +12,356 shares

    3.94% of the 13F portfolio, value $24,186,000.

    13F-HR 0001811739-26-000001 filed by Annandale Capital, 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 156,161 shares
    Change vs previous 13F +1,846 shares

    3.85% of the 13F portfolio, value $220,109.

    13F-HR 0001811739-25-000005 filed by Annandale Capital, 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 154,315 shares
    Change vs previous 13F +2,840 shares

    3.79% of the 13F portfolio, value $20,572,000.

    13F-HR 0001811739-25-000003 filed by Annandale Capital, 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 151,475 shares
    Change vs previous 13F +277 shares

    3.66% of the 13F portfolio, value $19,534,000.

    13F-HR 0001811739-25-000002 filed by Annandale Capital, 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 151,198 shares
    Change vs previous 13F -1,815 shares

    3.82% of the 13F portfolio, value $19,291,000.

    13F-HR 0001811739-25-000001 filed by Annandale Capital, 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 153,013 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $19,616,000.

    13F-HR 0001811739-24-000005 filed by Annandale Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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