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Disclosery

GREENBERG FINANCIAL GROUP: VYM position timeline

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

GREENBERG FINANCIAL GROUP held 55,329 VYM shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 55,329 shares
    Change vs previous 13F +942 shares

    3.27% of the 13F portfolio, value $7,940,810.

    13F-HR 0002085853-26-000064 filed by GREENBERG FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 54,387 shares
    Change vs previous 13F -1,177 shares

    3.22% of the 13F portfolio, value $8,594,804.

    13F-HR 0002085853-26-000739 filed by GREENBERG FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 55,564 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $8,229,024.

    13F-HR 0002085853-26-000383 filed by GREENBERG FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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