Skip to content
Disclosery

InvesTrust: VYM position timeline

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

InvesTrust held 15,579 VYM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,579 shares
    Change vs previous 13F +2,114 shares

    0.95% of the 13F portfolio, value $2,461,949.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 13,465 shares
    Change vs previous 13F -823 shares

    0.84% of the 13F portfolio, value $1,994,166.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 14,288 shares
    Change vs previous 13F -267 shares

    0.79% of the 13F portfolio, value $2,050,613.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 14,555 shares
    Change vs previous 13F -130 shares

    0.75% of the 13F portfolio, value $2,051,527.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 14,685 shares
    Change vs previous 13F -98 shares

    0.76% of the 13F portfolio, value $1,957,657.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 14,783 shares
    Change vs previous 13F -90 shares

    0.52% of the 13F portfolio, value $1,906,416.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 14,873 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,893,630.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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