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Disclosery

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.: VYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. on VYM, newest first. How the timeline and the estimate are built.

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. held 178,331 VYM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,331 shares
    Change vs previous 13F -4,174 shares

    3.32% of the 13F portfolio, value $28,181,584.

    13F-HR 0001599852-26-000003 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 182,505 shares
    Change vs previous 13F -1,415 shares

    3.64% of the 13F portfolio, value $27,028,991.

    13F-HR 0001599852-26-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 183,920 shares
    Change vs previous 13F +61,966 shares

    3.54% of the 13F portfolio, value $26,396,198.

    13F-HR 0001599852-26-000001 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 121,954 shares
    Change vs previous 13F -885 shares

    2.76% of the 13F portfolio, value $17,189,416.

    13F-HR 0001599852-25-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 122,839 shares
    Change vs previous 13F -67,180 shares

    2.82% of the 13F portfolio, value $16,375,667.

    13F-HR 0001085146-25-005264 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 190,019 shares
    Change vs previous 13F -275 shares

    3.74% of the 13F portfolio, value $24,504,850.

    13F-HR 0001085146-25-003350 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 190,294 shares
    Change vs previous 13F -2,473 shares

    3.67% of the 13F portfolio, value $24,279,611.

    13F-HR 0001085146-25-001657 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 192,767 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $24,712,729.

    13F-HR 0001085146-24-005945 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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