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CDM FINANCIAL COUNSELING SERVICES, INC.: VYM position timeline

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

CDM FINANCIAL COUNSELING SERVICES, INC. held 23,768 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,768 shares
    Change vs previous 13F +30 shares

    3.24% of the 13F portfolio, value $3,755,934.

    13F-HR 0002085853-26-000722 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    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 23,738 shares
    Change vs previous 13F -918 shares

    3.36% of the 13F portfolio, value $3,515,650.

    13F-HR 0002085853-26-000369 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    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 24,656 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $3,538,605.

    13F-HR 0002085853-26-000204 filed by CDM FINANCIAL COUNSELING SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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