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Disclosery

GLOBALT Investments LLC / GA: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GLOBALT Investments LLC / GA on VYM, newest first. How the timeline and the estimate are built.

GLOBALT Investments LLC / GA held 8,079 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,079 shares
    Change vs previous 13F -433 shares

    0.04% of the 13F portfolio, value $1,276,724.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 8,512 shares
    Change vs previous 13F -63 shares

    0.04% of the 13F portfolio, value $1,260,627.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 8,575 shares
    Change vs previous 13F -163 shares

    0.04% of the 13F portfolio, value $1,230,684.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 8,738 shares
    Change vs previous 13F -558 shares

    0.04% of the 13F portfolio, value $1,231,621.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 9,296 shares
    Change vs previous 13F -1,060 shares

    0.05% of the 13F portfolio, value $1,239,250.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 10,356 shares
    Change vs previous 13F -1,114 shares

    0.05% of the 13F portfolio, value $1,335,510.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 11,470 shares
    Change vs previous 13F -346 shares

    0.06% of the 13F portfolio, value $1,463,457.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 11,816 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,514,811.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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