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FIDUCIARY ADVISORS, INC.: VYMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY ADVISORS, INC. on VYMI, newest first. How the timeline and the estimate are built.

FIDUCIARY ADVISORS, INC. held 78,424 VYMI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,424 shares
    Change vs previous 13F +3,074 shares

    5.18% of the 13F portfolio, value $7,701,259.

    13F-HR 0002047030-26-000003 filed by FIDUCIARY ADVISORS, INC.
    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 75,350 shares
    Change vs previous 13F +5,947 shares

    5.34% of the 13F portfolio, value $7,100,949.

    13F-HR 0002047030-26-000002 filed by FIDUCIARY ADVISORS, INC.
    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 69,403 shares
    Change vs previous 13F +2,843 shares

    4.75% of the 13F portfolio, value $6,246,287.

    13F-HR 0002047030-26-000001 filed by FIDUCIARY ADVISORS, INC.
    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 66,560 shares
    Change vs previous 13F +4,576 shares

    4.55% of the 13F portfolio, value $5,636,323.

    13F-HR 0002047030-25-000010 filed by FIDUCIARY ADVISORS, INC.
    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 61,984 shares
    Change vs previous 13F +3,893 shares

    4.37% of the 13F portfolio, value $4,965,574.

    13F-HR 0002047030-25-000007 filed by FIDUCIARY ADVISORS, INC.
    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 58,091 shares
    Change vs previous 13F +2,222 shares

    4.23% of the 13F portfolio, value $4,280,745.

    13F-HR 0002047030-25-000004 filed by FIDUCIARY ADVISORS, INC.
    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 55,869 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $3,792,371.

    13F-HR 0002047030-25-000002 filed by FIDUCIARY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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