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HARBOR INVESTMENT ADVISORY, LLC: VYM position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 25,888 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,888 shares
    Change vs previous 13F +3,389 shares

    0.27% of the 13F portfolio, value $4,017,863.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,499 shares
    Change vs previous 13F +75 shares

    0.25% of the 13F portfolio, value $3,555,563.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,424 shares
    Change vs previous 13F +1,395 shares

    0.26% of the 13F portfolio, value $3,320,961.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,029 shares
    Change vs previous 13F -13 shares

    0.23% of the 13F portfolio, value $3,018,089.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,042 shares
    Change vs previous 13F +3,582 shares

    0.25% of the 13F portfolio, value $2,965,838.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,460 shares
    Change vs previous 13F +67 shares

    0.21% of the 13F portfolio, value $2,327,570.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,393 shares
    Change vs previous 13F +250 shares

    0.22% of the 13F portfolio, value $2,243,001.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,143 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,187,275.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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