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Disclosery

Fiduciary Group, LLC: VYMI position timeline

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

Fiduciary Group, LLC held 61,475 VYMI 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 61,475 shares
    Change vs previous 13F +1,655 shares

    0.47% of the 13F portfolio, value $6,036,847.

    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 59,820 shares
    Change vs previous 13F +2,997 shares

    0.48% of the 13F portfolio, value $5,637,445.

    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 56,823 shares
    Change vs previous 13F +4,196 shares

    0.43% of the 13F portfolio, value $5,114,078.

    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 52,627 shares
    Change vs previous 13F +3,149 shares

    0.39% of the 13F portfolio, value $4,456,462.

    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 49,478 shares
    Change vs previous 13F +2,769 shares

    0.37% of the 13F portfolio, value $3,963,689.

    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 46,709 shares
    Change vs previous 13F +4,903 shares

    0.34% of the 13F portfolio, value $3,441,993.

    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 41,806 shares
    Change vs previous 13F +4,343 shares

    0.28% of the 13F portfolio, value $2,837,797.

    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 37,463 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,750,533.

    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).