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CPA Asset Management Group, LLC: VYM position timeline

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

CPA Asset Management Group, LLC held 8,325 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,325 shares
    Change vs previous 13F -1,398 shares

    0.38% of the 13F portfolio, value $1,315,633.

    13F-HR 0001963967-26-000006 filed by CPA Asset Management Group, 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 9,723 shares
    Change vs previous 13F -365 shares

    0.48% of the 13F portfolio, value $1,440,007.

    13F-HR 0001963967-26-000005 filed by CPA Asset Management Group, 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 10,088 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,447,860.

    13F-HR 0001963967-26-000001 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,088 shares
    Change vs previous 13F +1,290 shares

    0.55% of the 13F portfolio, value $1,421,933.

    13F-HR 0001963967-25-000009 filed by CPA Asset Management Group, 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 8,798 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,172,889.

    13F-HR 0001963967-25-000006 filed by CPA Asset Management Group, 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 8,798 shares
    Change vs previous 13F -1,135 shares

    0.5% of the 13F portfolio, value $1,134,617.

    13F-HR 0001963967-25-000004 filed by CPA Asset Management Group, 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 9,933 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,267,378.

    13F-HR 0001963967-25-000001 filed by CPA Asset Management Group, 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 9,933 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,273,437.

    13F-HR 0001963967-24-000004 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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