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Disclosery

BURKETT FINANCIAL SERVICES, LLC: VYM position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 9,955 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,955 shares
    Change vs previous 13F -457 shares

    0.47% of the 13F portfolio, value $1,545,023.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,412 shares
    Change vs previous 13F +42 shares

    0.51% of the 13F portfolio, value $1,645,449.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL 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 ended2026-03-31
    13F 10,370 shares
    Change vs previous 13F +38 shares

    0.53% of the 13F portfolio, value $1,535,812.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL 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 ended2025-12-31
    13F 10,332 shares
    Change vs previous 13F -242 shares

    0.51% of the 13F portfolio, value $1,482,937.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL 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 ended2025-09-30
    13F 10,574 shares
    Change vs previous 13F -1,524 shares

    0.51% of the 13F portfolio, value $1,490,372.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, 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 12,098 shares
    Change vs previous 13F +30 shares

    0.58% of the 13F portfolio, value $1,612,773.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, 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 12,068 shares
    Change vs previous 13F -865 shares

    0.63% of the 13F portfolio, value $1,556,292.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, 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 12,933 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,650,059.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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