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COLLECTIVE FAMILY OFFICE LLC: VYM position timeline

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

COLLECTIVE FAMILY OFFICE LLC held 17,323 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,323 shares
    Change vs previous 13F +495 shares

    0.56% of the 13F portfolio, value $2,688,489.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,828 shares
    Change vs previous 13F +184 shares

    0.54% of the 13F portfolio, value $2,659,287.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE 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 ended2026-03-31
    13F 16,644 shares
    Change vs previous 13F -550 shares

    0.55% of the 13F portfolio, value $2,464,938.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE 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 ended2025-12-31
    13F 17,194 shares
    Change vs previous 13F -436 shares

    0.57% of the 13F portfolio, value $2,467,645.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE 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 ended2025-09-30
    13F 17,630 shares
    Change vs previous 13F +278 shares

    0.6% of the 13F portfolio, value $2,484,912.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE 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 ended2025-06-30
    13F 17,352 shares
    Change vs previous 13F -139 shares

    0.59% of the 13F portfolio, value $2,313,160.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE 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 ended2025-03-31
    13F 17,491 shares
    Change vs previous 13F -110 shares

    0.61% of the 13F portfolio, value $2,255,606.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE 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 ended2024-12-31
    13F 17,601 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,245,678.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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