Gallagher Capital Advisors, LLC: VYM position timeline

Gallagher Capital Advisors, LLC held 40,358 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 40,358 shares

   Change vs previous 13F -120 shares

   3.36% of the 13F portfolio, value $6,263,553.

   13F-HR 0002085853-26-001131 filed by Gallagher Capital Advisors, LLC
   Accepted 2026-10-09 12:49:07 UTC, ingested 2026-10-09 12:50:08 UTC

2. period ended2026-06-30

   13F 40,478 shares

   Change vs previous 13F -246 shares

   3.66% of the 13F portfolio, value $6,396,735.

   13F-HR 0002085853-26-000931 filed by Gallagher Capital Advisors, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 40,724 shares

   Change vs previous 13F +717 shares

   4.06% of the 13F portfolio, value $6,031,187.

   13F-HR 0002085853-26-000566 filed by Gallagher Capital Advisors, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 40,007 shares

   Change vs previous 13F -1,924 shares

   3.73% of the 13F portfolio, value $5,771,036.

   13F-HR 0002085853-26-000260 filed by Gallagher Capital Advisors, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 41,931 shares

   Change vs previous 13F +1,720 shares

   3.44% of the 13F portfolio, value $5,978,018.

   13F-HR 0002085853-25-000234 filed by Gallagher Capital Advisors, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 40,211 shares

   Change vs previous 13F -224 shares

   4.43% of the 13F portfolio, value $5,481,212.

   13F-HR 0001667731-25-001018 filed by Gallagher Capital Advisors, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 40,435 shares

   Change vs previous 13F -411 shares

   3.97% of the 13F portfolio, value $5,214,485.

   13F-HR 0001667731-25-000488 filed by Gallagher Capital Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 40,846 shares

   Change vs previous 13F not available

   3.8% of the 13F portfolio, value $5,211,539.

   13F-HR 0001667731-25-000221 filed by Gallagher Capital Advisors, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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