Skip to content
Disclosery

Baker Ellis Asset Management LLC: VYM position timeline

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

Baker Ellis Asset Management LLC held 129,577 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 129,577 shares
    Change vs previous 13F -3,048 shares

    2.19% of the 13F portfolio, value $20,110,294.

    13F-HR 0001941040-26-000741 filed by Baker Ellis Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,625 shares
    Change vs previous 13F -1,859 shares

    2.17% of the 13F portfolio, value $20,958,806.

    13F-HR 0001941040-26-000444 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 134,484 shares
    Change vs previous 13F -869 shares

    2.36% of the 13F portfolio, value $19,917,114.

    13F-HR 0001941040-26-000226 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 135,353 shares
    Change vs previous 13F -3,349 shares

    2.34% of the 13F portfolio, value $19,425,867.

    13F-HR 0001941040-26-000040 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 138,702 shares
    Change vs previous 13F -3,708 shares

    2.41% of the 13F portfolio, value $19,550,005.

    13F-HR 0001941040-25-000563 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 142,410 shares
    Change vs previous 13F -3,409 shares

    2.61% of the 13F portfolio, value $18,984,743.

    13F-HR 0001941040-25-000336 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 145,819 shares
    Change vs previous 13F -1,570 shares

    2.71% of the 13F portfolio, value $18,804,840.

    13F-HR 0001941040-25-000205 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 147,389 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $18,805,384.

    13F-HR 0001941040-25-000022 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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