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Disclosery

Fiduciary Group, LLC: VYM position timeline

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

Fiduciary Group, LLC held 51,946 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,946 shares
    Change vs previous 13F +1,710 shares

    0.64% of the 13F portfolio, value $8,209,041.

    13F-HR 0001645890-26-000003 filed by Fiduciary 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 50,236 shares
    Change vs previous 13F +3,357 shares

    0.64% of the 13F portfolio, value $7,439,965.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 46,879 shares
    Change vs previous 13F +4,918 shares

    0.57% of the 13F portfolio, value $6,728,087.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 41,961 shares
    Change vs previous 13F +4,945 shares

    0.52% of the 13F portfolio, value $5,914,416.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 37,016 shares
    Change vs previous 13F +1,552 shares

    0.46% of the 13F portfolio, value $4,934,615.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 35,464 shares
    Change vs previous 13F +3,082 shares

    0.46% of the 13F portfolio, value $4,573,449.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 32,382 shares
    Change vs previous 13F +2,613 shares

    0.41% of the 13F portfolio, value $4,131,631.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 29,769 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,816,386.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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