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Disclosery

Francis Financial, Inc.: VYM position timeline

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

Francis Financial, Inc. held 77,743 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 77,743 shares
    Change vs previous 13F -3,565 shares

    2.02% of the 13F portfolio, value $12,285,662.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 81,308 shares
    Change vs previous 13F -26,805 shares

    2.24% of the 13F portfolio, value $12,041,654.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 108,113 shares
    Change vs previous 13F -8,044 shares

    3.04% of the 13F portfolio, value $15,516,414.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 116,157 shares
    Change vs previous 13F -4,024 shares

    2.92% of the 13F portfolio, value $16,372,365.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 120,181 shares
    Change vs previous 13F -6,954 shares

    3.7% of the 13F portfolio, value $16,021,363.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 127,135 shares
    Change vs previous 13F -5,332 shares

    3.99% of the 13F portfolio, value $16,395,362.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 132,467 shares
    Change vs previous 13F -4,059 shares

    4.29% of the 13F portfolio, value $16,901,497.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 136,526 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $17,502,603.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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