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Disclosery

Exchange Bank: VYM position timeline

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

Exchange Bank held 6,673 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,673 shares
    Change vs previous 13F +1,706 shares

    0.64% of the 13F portfolio, value $1,035,651.

    13F-HR 0002001155-26-000004 filed by Exchange Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,967 shares
    Change vs previous 13F +1,882 shares

    0.49% of the 13F portfolio, value $784,937.

    13F-HR 0002001155-26-000003 filed by Exchange Bank
    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 3,085 shares
    Change vs previous 13F +298 shares

    0.32% of the 13F portfolio, value $456,887.

    13F-HR 0002001155-26-000002 filed by Exchange Bank
    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 2,787 shares
    Change vs previous 13F +121 shares

    0.28% of the 13F portfolio, value $399,991.

    13F-HR 0002001155-26-000001 filed by Exchange Bank
    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 2,666 shares
    Change vs previous 13F +89 shares

    0.26% of the 13F portfolio, value $375,774.

    13F-HR 0002001155-25-000005 filed by Exchange Bank
    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 2,577 shares
    Change vs previous 13F -32 shares

    0.27% of the 13F portfolio, value $343,540.

    13F-HR 0002001155-25-000003 filed by Exchange Bank
    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 2,609 shares
    Change vs previous 13F -136 shares

    0.27% of the 13F portfolio, value $336,457.

    13F-HR 0002001155-25-000002 filed by Exchange Bank
    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 2,745 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $350,234.

    13F-HR 0002001155-25-000001 filed by Exchange Bank
    Filed (acceptance time not in the bulk data set), ingested

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