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Biltmore Family Office, LLC: VYM position timeline

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

Biltmore Family Office, LLC held 46,961 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,961 shares
    Change vs previous 13F -1,485 shares

    0.98% of the 13F portfolio, value $7,421,265.

    13F-HR 0001398344-26-014190 filed by Biltmore Family Office, 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 48,446 shares
    Change vs previous 13F +2,420 shares

    1% of the 13F portfolio, value $7,174,870.

    13F-HR 0001398344-26-008905 filed by Biltmore Family Office, 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 46,026 shares
    Change vs previous 13F +885 shares

    0.91% of the 13F portfolio, value $6,605,668.

    13F-HR 0001398344-26-002220 filed by Biltmore Family Office, 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 45,141 shares
    Change vs previous 13F +432 shares

    0.91% of the 13F portfolio, value $6,362,640.

    13F-HR 0001398344-25-020082 filed by Biltmore Family Office, 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 44,709 shares
    Change vs previous 13F -1,418 shares

    1.01% of the 13F portfolio, value $5,960,172.

    13F-HR 0001398344-25-014333 filed by Biltmore Family Office, 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 46,127 shares
    Change vs previous 13F +605 shares

    1.01% of the 13F portfolio, value $5,948,553.

    13F-HR 0001398344-25-009213 filed by Biltmore Family Office, 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 45,522 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $5,808,167.

    13F-HR 0001398344-25-002568 filed by Biltmore Family Office, 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 45,522 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $5,835,935.

    13F-HR 0001398344-24-020429 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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