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FRG Family Wealth Advisors LLC: VYM position timeline

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

FRG Family Wealth Advisors LLC held 31,186 VYM shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 31,186 shares
    Change vs previous 13F +1,400 shares

    0.76% of the 13F portfolio, value $4,618,647.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 29,786 shares
    Change vs previous 13F -555 shares

    0.66% of the 13F portfolio, value $4,274,887.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 30,341 shares
    Change vs previous 13F -1,162 shares

    0.69% of the 13F portfolio, value $4,276,564.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 31,503 shares
    Change vs previous 13F +1,480 shares

    0.73% of the 13F portfolio, value $4,199,607.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 30,023 shares
    Change vs previous 13F +4,805 shares

    0.75% of the 13F portfolio, value $3,871,738.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 25,218 shares
    Change vs previous 13F +1,197 shares

    0.58% of the 13F portfolio, value $3,217,572.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,021 shares
    Change vs previous 13F -220 shares

    0.55% of the 13F portfolio, value $3,079,492.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 24,241 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,877,892.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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