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Disclosery

BG Investment Services, LLC: VYM position timeline

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

BG Investment Services, LLC held 8,078 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,078 shares
    Change vs previous 13F +606 shares

    0.92% of the 13F portfolio, value $1,276,613.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, 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 7,472 shares
    Change vs previous 13F +966 shares

    0.92% of the 13F portfolio, value $1,106,583.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, 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 6,506 shares
    Change vs previous 13F +1,165 shares

    0.83% of the 13F portfolio, value $933,774.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, 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 5,341 shares
    Change vs previous 13F +2,155 shares

    0.74% of the 13F portfolio, value $752,852.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, 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 3,186 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $434,658.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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