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HOLDERNESS INVESTMENTS CO: VYM position timeline

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

HOLDERNESS INVESTMENTS CO held 15,245 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,245 shares
    Change vs previous 13F +87 shares

    0.4% of the 13F portfolio, value $2,409,159.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 15,158 shares
    Change vs previous 13F +2,724 shares

    0.45% of the 13F portfolio, value $2,244,939.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 12,434 shares
    Change vs previous 13F +2,472 shares

    0.36% of the 13F portfolio, value $1,784,491.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    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 9,962 shares
    Change vs previous 13F -311 shares

    0.29% of the 13F portfolio, value $1,404,181.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    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 10,273 shares
    Change vs previous 13F +253 shares

    0.29% of the 13F portfolio, value $1,369,497.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    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 10,020 shares
    Change vs previous 13F +409 shares

    0.3% of the 13F portfolio, value $1,292,125.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    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 9,611 shares
    Change vs previous 13F +546 shares

    0.27% of the 13F portfolio, value $1,226,259.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    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 9,065 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,162,124.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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