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Financial Insights, Inc.: VYM position timeline

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

Financial Insights, Inc. held 14,068 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,068 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,223,166.

    13F-HR 0001642058-26-000005 filed by Financial Insights, 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 14,068 shares
    Change vs previous 13F +200 shares

    0.68% of the 13F portfolio, value $2,083,471.

    13F-HR 0001642058-26-000004 filed by Financial Insights, 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 13,868 shares
    Change vs previous 13F +52 shares

    0.67% of the 13F portfolio, value $1,990,335.

    13F-HR 0001085146-26-000292 filed by Financial Insights, 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 13,816 shares
    Change vs previous 13F +489 shares

    0.64% of the 13F portfolio, value $1,947,365.

    13F-HR 0001085146-26-000291 filed by Financial Insights, 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 13,327 shares
    Change vs previous 13F -143 shares

    0.65% of the 13F portfolio, value $1,776,622.

    13F-HR 0001085146-25-004028 filed by Financial Insights, 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 13,470 shares
    Change vs previous 13F -252 shares

    0.69% of the 13F portfolio, value $1,737,091.

    13F-HR 0001085146-25-002342 filed by Financial Insights, 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 13,722 shares
    Change vs previous 13F -350 shares

    0.65% of the 13F portfolio, value $1,750,790.

    13F-HR 0001085146-25-001806 filed by Financial Insights, Inc.
    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 14,072 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,804,030.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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