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Disclosery

Koenig Investment Advisory, LLC: VYM position timeline

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

Koenig Investment Advisory, LLC held 9,666 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,666 shares
    Change vs previous 13F +5,979 shares

    1.1% of the 13F portfolio, value $1,500,144.

    13F-HR 0002114481-26-000005 filed by Koenig Investment Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,687 shares
    Change vs previous 13F -749 shares

    0.45% of the 13F portfolio, value $582,666.

    13F-HR 0002114481-26-000003 filed by Koenig 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 4,436 shares
    Change vs previous 13F +14 shares

    0.56% of the 13F portfolio, value $656,934.

    13F-HR 0002114481-26-000002 filed by Koenig 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 4,422 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $685,125.

    13F-HR 0002114481-26-000001 filed by Koenig Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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