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Certified Advisory Corp: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on VYM, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 122,682 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,682 shares
    Change vs previous 13F +4,919 shares

    1.56% of the 13F portfolio, value $19,387,471.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 117,763 shares
    Change vs previous 13F +413 shares

    1.56% of the 13F portfolio, value $17,440,641.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 117,350 shares
    Change vs previous 13F +1,408 shares

    1.53% of the 13F portfolio, value $16,842,078.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 115,942 shares
    Change vs previous 13F +7,936 shares

    1.55% of the 13F portfolio, value $16,342,087.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 108,006 shares
    Change vs previous 13F +15,607 shares

    1.5% of the 13F portfolio, value $14,398,233.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 92,399 shares
    Change vs previous 13F +7,476 shares

    1.35% of the 13F portfolio, value $11,915,820.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 84,923 shares
    Change vs previous 13F +1,111 shares

    1.18% of the 13F portfolio, value $10,835,365.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 83,812 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $10,744,727.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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