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Lion Street Advisors, LLC: VYM position timeline

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

Lion Street Advisors, LLC held 14,913 VYM shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,913 shares
    Change vs previous 13F -11,629 shares

    0.56% of the 13F portfolio, value $1,617,028.

    13F-HR 0001801991-25-000002 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 26,542 shares
    Change vs previous 13F -2,069 shares

    1.07% of the 13F portfolio, value $3,538,289.

    13F-HR 0001085146-25-004168 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 28,611 shares
    Change vs previous 13F +1,254 shares

    1.17% of the 13F portfolio, value $3,689,638.

    13F-HR 0001085146-25-002198 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 27,357 shares
    Change vs previous 13F +280 shares

    1.11% of the 13F portfolio, value $3,490,249.

    13F-HR 0001085146-25-000506 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 27,077 shares
    Change vs previous 13F -2,150 shares

    1.21% of the 13F portfolio, value $3,471,218.

    13F-HR 0001085146-24-004781 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 29,227 shares
    Change vs previous 13F -986 shares

    1.28% of the 13F portfolio, value $3,466,150.

    13F-HR 0001085146-24-002866 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 30,213 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $3,372,617.

    13F-HR 0001085146-24-001762 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 30,213 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,372,617.

    13F-HR 0001085146-24-000125 filed by Lion Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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