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Disclosery

Forum Private Client Group LLC: VYM position timeline

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

Forum Private Client Group LLC held 230,745 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,745 shares
    Change vs previous 13F +4,992 shares

    10.85% of the 13F portfolio, value $36,464,570.

    13F-HR 0001104659-26-094652 filed by Forum Private Client 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 225,753 shares
    Change vs previous 13F +3,915 shares

    11.15% of the 13F portfolio, value $33,443,347.

    13F-HR 0001104659-26-059955 filed by Forum Private Client 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 221,838 shares
    Change vs previous 13F +11,190 shares

    10.85% of the 13F portfolio, value $31,838,135.

    13F-HR 0001104659-26-011360 filed by Forum Private Client 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 210,648 shares
    Change vs previous 13F +16,477 shares

    10.58% of the 13F portfolio, value $29,690,890.

    13F-HR 0001104659-25-106772 filed by Forum Private Client 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 194,171 shares
    Change vs previous 13F +18,337 shares

    9.98% of the 13F portfolio, value $25,884,969.

    13F-HR 0001104659-25-076755 filed by Forum Private Client 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 175,834 shares
    Change vs previous 13F +4,684 shares

    9.84% of the 13F portfolio, value $22,675,538.

    13F-HR 0001104659-25-043129 filed by Forum Private Client 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 171,150 shares
    Change vs previous 13F +1,448 shares

    9.7% of the 13F portfolio, value $21,782,867.

    13F-HR 0001104659-25-012577 filed by Forum Private Client 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 169,702 shares
    Change vs previous 13F not available

    9.66% of the 13F portfolio, value $21,755,776.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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