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Disclosery

Embree Financial Group: VYM position timeline

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

Embree Financial Group held 42,342 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,342 shares
    Change vs previous 13F -3,480 shares

    0.67% of the 13F portfolio, value $6,691,324.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 45,822 shares
    Change vs previous 13F -592 shares

    0.8% of the 13F portfolio, value $6,786,247.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 46,414 shares
    Change vs previous 13F -210 shares

    0.82% of the 13F portfolio, value $6,661,366.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 46,624 shares
    Change vs previous 13F +911 shares

    0.88% of the 13F portfolio, value $6,571,642.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 45,713 shares
    Change vs previous 13F -59 shares

    0.92% of the 13F portfolio, value $6,093,949.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 45,772 shares
    Change vs previous 13F +11,264 shares

    0.99% of the 13F portfolio, value $5,902,785.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 34,508 shares
    Change vs previous 13F +187 shares

    0.75% of the 13F portfolio, value $4,402,915.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 34,321 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,399,940.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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