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M.E. ALLISON & CO., INC.: VYM position timeline

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

M.E. ALLISON & CO., INC. held 19,387 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 19,387 shares
    Change vs previous 13F +193 shares

    1.69% of the 13F portfolio, value $3,008,836.

    13F-HR 0001085146-26-000838 filed by M.E. ALLISON & CO., INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,194 shares
    Change vs previous 13F +2 shares

    1.75% of the 13F portfolio, value $3,033,312.

    13F-HR 0001619532-26-000005 filed by M.E. ALLISON & CO., INC.
    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 19,192 shares
    Change vs previous 13F +3 shares

    1.88% of the 13F portfolio, value $2,842,337.

    13F-HR 0001619532-26-000004 filed by M.E. ALLISON & CO., INC.
    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 19,189 shares
    Change vs previous 13F -356 shares

    1.87% of the 13F portfolio, value $2,754,090.

    13F-HR 0001619532-26-000002 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,545 shares
    Change vs previous 13F -503 shares

    1.92% of the 13F portfolio, value $2,754,859.

    13F-HR 0001085146-25-005826 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,048 shares
    Change vs previous 13F +4 shares

    2.15% of the 13F portfolio, value $2,672,534.

    13F-HR 0001085146-25-004172 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,044 shares
    Change vs previous 13F +673 shares

    2.56% of the 13F portfolio, value $2,584,978.

    13F-HR 0001085146-25-002185 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,371 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $2,471,576.

    13F-HR 0001085146-25-000266 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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