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Constant Guidance Financial LLC: VYM position timeline

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

Constant Guidance Financial LLC held 4,017 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 4,017 shares
    Change vs previous 13F +303 shares

    0.4% of the 13F portfolio, value $634,807.

    13F-HR 0001995383-26-000005 filed by Constant Guidance Financial 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 3,714 shares
    Change vs previous 13F +3,714 shares

    0.38% of the 13F portfolio, value $550,043.

    13F-HR 0001995383-26-000004 filed by Constant Guidance Financial 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 0 shares
    Change vs previous 13F -2,873 shares

    13F-HR 0001995383-26-000003 filed by Constant Guidance Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,873 shares
    Change vs previous 13F -2,196 shares

    0.32% of the 13F portfolio, value $404,949.

    13F-HR 0001995383-25-000005 filed by Constant Guidance Financial 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 5,069 shares
    Change vs previous 13F +2,625 shares

    0.86% of the 13F portfolio, value $860,284.

    13F-HR 0001995383-25-000003 filed by Constant Guidance Financial 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 2,444 shares
    Change vs previous 13F -9,642 shares

    0.4% of the 13F portfolio, value $315,218.

    13F-HR 0001995383-25-000002 filed by Constant Guidance Financial 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 12,086 shares
    Change vs previous 13F +81 shares

    1.33% of the 13F portfolio, value $1,542,092.

    13F-HR 0001995383-25-000001 filed by Constant Guidance Financial 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 12,005 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,539,081.

    13F-HR 0001995383-24-000006 filed by Constant Guidance Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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